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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$79K ﹤0.01%
1,000
352
$79K ﹤0.01%
922
353
$78K ﹤0.01%
1,975
+1,375
354
$78K ﹤0.01%
+1,800
355
$78K ﹤0.01%
2,760
356
$75K ﹤0.01%
477
357
$75K ﹤0.01%
774
+9
358
$75K ﹤0.01%
509
359
$74K ﹤0.01%
+2,500
360
$74K ﹤0.01%
640
+350
361
$74K ﹤0.01%
722
+647
362
$73K ﹤0.01%
1,931
363
$72K ﹤0.01%
+600
364
$72K ﹤0.01%
+250
365
– –
0
366
$70K ﹤0.01%
+2,220
367
$70K ﹤0.01%
8,000
368
$69K ﹤0.01%
2,109
+2,047
369
$69K ﹤0.01%
1,520
370
$69K ﹤0.01%
1,309
-175
371
$68K ﹤0.01%
5,016
-8,091
372
$67K ﹤0.01%
384
373
$67K ﹤0.01%
1,200
374
$67K ﹤0.01%
2,430
+424
375
$65K ﹤0.01%
2,316
+700
13 14
15
16 17