LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$114K ﹤0.01%
1,560
352
$113K ﹤0.01%
1,770
+375
353
$113K ﹤0.01%
1,866
+1,826
354
$113K ﹤0.01%
725
355
$111K ﹤0.01%
2,600
356
$107K ﹤0.01%
900
357
$106K ﹤0.01%
4,000
358
$105K ﹤0.01%
+870
359
$105K ﹤0.01%
477
360
$103K ﹤0.01%
1,414
361
$103K ﹤0.01%
1,690
362
$101K ﹤0.01%
1,475
-266
363
$100K ﹤0.01%
1,034
364
$100K ﹤0.01%
2,660
365
$100K ﹤0.01%
950
366
$99K ﹤0.01%
+1,760
367
$98K ﹤0.01%
1,500
-200
368
$98K ﹤0.01%
2,666
369
$98K ﹤0.01%
6,000
370
$96K ﹤0.01%
1,200
-600
371
$95K ﹤0.01%
1,352
372
$94K ﹤0.01%
3,093
373
$94K ﹤0.01%
2,500
374
$93K ﹤0.01%
2,200
+1,700
375
$93K ﹤0.01%
943
13 14
15
16 17