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
376
$65K ﹤0.01%
1,560
377
$65K ﹤0.01%
1,408
378
$65K ﹤0.01%
1,000
379
– –
0
380
$64K ﹤0.01%
2,630
381
$64K ﹤0.01%
1,500
382
$64K ﹤0.01%
3,093
383
$63K ﹤0.01%
15,835
384
$63K ﹤0.01%
+3,245
385
$63K ﹤0.01%
1,355
386
$61K ﹤0.01%
1,245
387
$61K ﹤0.01%
1,825
+250
388
$59K ﹤0.01%
15,285
+5,280
389
$57K ﹤0.01%
2,666
390
$57K ﹤0.01%
950
391
$57K ﹤0.01%
666
392
$57K ﹤0.01%
1,020
+280
393
$57K ﹤0.01%
1,000
394
$56K ﹤0.01%
750
395
$56K ﹤0.01%
1,010
396
$56K ﹤0.01%
1,075
397
$55K ﹤0.01%
3,120
398
$54K ﹤0.01%
1,520
399
$54K ﹤0.01%
1,260
-1,055
400
$54K ﹤0.01%
1,437
14 15
16
17 18