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
376
$93K ﹤0.01%
+10,400
377
$92K ﹤0.01%
16,680
-2,995
378
$92K ﹤0.01%
326
-724
379
$91K ﹤0.01%
958
380
$91K ﹤0.01%
6,400
381
$91K ﹤0.01%
2,630
382
$88K ﹤0.01%
1,822
383
$88K ﹤0.01%
922
-287
384
$88K ﹤0.01%
462
385
$88K ﹤0.01%
847
386
$87K ﹤0.01%
1,000
387
$86K ﹤0.01%
2,760
388
$86K ﹤0.01%
5,000
389
$83K ﹤0.01%
1,408
390
$82K ﹤0.01%
765
391
$82K ﹤0.01%
5,010
392
$81K ﹤0.01%
1,041
-1,902
393
$80K ﹤0.01%
1,444
394
$80K ﹤0.01%
2,342
395
$77K ﹤0.01%
2,351
-784
396
$77K ﹤0.01%
1,072
397
$76K ﹤0.01%
855
-45
398
$74K ﹤0.01%
1,851
-635
399
$74K ﹤0.01%
1,000
400
$74K ﹤0.01%
+1,180
14 15
16
17 18