LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$62.4K ﹤0.01%
+1,642
377
$61.9K ﹤0.01%
2,508
378
$60.3K ﹤0.01%
900
379
$59.1K ﹤0.01%
180
+85
380
$58.1K ﹤0.01%
350
381
$57.9K ﹤0.01%
493
382
$57.6K ﹤0.01%
1,035
383
$56.9K ﹤0.01%
800
384
$56.7K ﹤0.01%
1,100
-200
385
$56.1K ﹤0.01%
400
386
$55.8K ﹤0.01%
569
387
$55.6K ﹤0.01%
1,485
388
$53.8K ﹤0.01%
620
+560
389
$53.7K ﹤0.01%
457
390
$53.7K ﹤0.01%
165
391
$51.8K ﹤0.01%
850
392
$51.4K ﹤0.01%
360
393
$51.2K ﹤0.01%
490
394
– –
0
395
$50.8K ﹤0.01%
250
396
$50.5K ﹤0.01%
805
397
$49.5K ﹤0.01%
1,225
398
$48.9K ﹤0.01%
1,000
399
$48.5K ﹤0.01%
1,004
400
$47.7K ﹤0.01%
4,243
14 15
16
17 18