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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$62K ﹤0.01%
3,600
377
$61K ﹤0.01%
1,243
+107
378
$61K ﹤0.01%
1,475
379
$61K ﹤0.01%
800
-460
380
$59K ﹤0.01%
+3,150
381
$58K ﹤0.01%
1,665
382
$57K ﹤0.01%
2,234
383
$57K ﹤0.01%
1,075
384
$56K ﹤0.01%
1,544
385
$56K ﹤0.01%
1,188
386
$55K ﹤0.01%
+1,000
387
$55K ﹤0.01%
2,342
-250
388
$54K ﹤0.01%
1,852
389
$54K ﹤0.01%
1,712
390
$53K ﹤0.01%
4,020
-11,285
391
$51K ﹤0.01%
1,675
392
$49K ﹤0.01%
725
393
$48K ﹤0.01%
1,020
394
$48K ﹤0.01%
+500
395
$47K ﹤0.01%
396
396
$47K ﹤0.01%
900
397
$47K ﹤0.01%
3,841
398
$46K ﹤0.01%
40,000
399
$46K ﹤0.01%
+4
400
$45K ﹤0.01%
1,000
14 15
16
17 18