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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$85K ﹤0.01%
1,520
352
$84K ﹤0.01%
1,825
353
$83K ﹤0.01%
1,931
354
$83K ﹤0.01%
5,389
355
$83K ﹤0.01%
1,515
356
$82K ﹤0.01%
3,093
357
$80K ﹤0.01%
2,760
358
$78K ﹤0.01%
384
359
$78K ﹤0.01%
682
-231
360
$75K ﹤0.01%
1,355
361
$75K ﹤0.01%
1,408
362
$75K ﹤0.01%
1,000
363
$75K ﹤0.01%
305
364
$72K ﹤0.01%
2,116
+305
365
$71K ﹤0.01%
15,200
-5,750
366
$71K ﹤0.01%
2,666
-16
367
$71K ﹤0.01%
1,500
368
$71K ﹤0.01%
795
369
$71K ﹤0.01%
681
370
$69K ﹤0.01%
1,840
+1,740
371
$69K ﹤0.01%
1,437
372
$68K ﹤0.01%
1,075
373
$67K ﹤0.01%
765
-220
374
$67K ﹤0.01%
1,520
375
$66K ﹤0.01%
1,115
13 14
15
16 17