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
376
$65K ﹤0.01%
1,444
377
$65K ﹤0.01%
1,643
378
$65K ﹤0.01%
2,630
379
$65K ﹤0.01%
8,000
380
$64K ﹤0.01%
+400
381
$64K ﹤0.01%
4,840
382
$64K ﹤0.01%
700
383
$62K ﹤0.01%
1,143
384
$62K ﹤0.01%
4,000
385
$62K ﹤0.01%
950
386
$61K ﹤0.01%
1,207
387
$61K ﹤0.01%
1,095
388
$60K ﹤0.01%
+395
389
$60K ﹤0.01%
825
+305
390
$59K ﹤0.01%
1,000
391
$59K ﹤0.01%
1,420
392
$57K ﹤0.01%
2,100
393
$57K ﹤0.01%
1,089
394
$55K ﹤0.01%
338
+123
395
$55K ﹤0.01%
1,822
396
$55K ﹤0.01%
500
397
$54K ﹤0.01%
394
+385
398
$53K ﹤0.01%
7,569
399
$52K ﹤0.01%
22,542
400
$52K ﹤0.01%
2,397
-99
14 15
16
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