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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCZ icon
376
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.7B
$65.1K ﹤0.01%
896
SHM icon
377
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$64.6K ﹤0.01%
1,350
PRU icon
378
Prudential Financial
PRU
$39.8B
$64.5K ﹤0.01%
600
NEM icon
379
Newmont
NEM
$111B
$64.4K ﹤0.01%
1,105
-300
ATR icon
380
AptarGroup
ATR
$8.05B
$62.6K ﹤0.01%
400
RGLD icon
381
Royal Gold
RGLD
$19B
$62.2K ﹤0.01%
350
KLAC icon
382
KLA
KLAC
$163B
$61.8K ﹤0.01%
69
SRE icon
383
Sempra
SRE
$58.1B
$60.6K ﹤0.01%
800
-12
LRCX icon
384
Lam Research
LRCX
$218B
$60.4K ﹤0.01%
620
LNC icon
385
Lincoln National
LNC
$8.53B
$57.2K ﹤0.01%
1,653
AMTM
386
Amentum Holdings
AMTM
$7.14B
$51.3K ﹤0.01%
2,174
+124
DEO icon
387
Diageo
DEO
$48.1B
$50.3K ﹤0.01%
499
VNLA icon
388
Janus Henderson Short Duration Income ETF
VNLA
$2.86B
$49.4K ﹤0.01%
1,004
IBDR icon
389
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$48.5K ﹤0.01%
2,000
LULU icon
390
lululemon athletica
LULU
$24.7B
$47.5K ﹤0.01%
200
APP icon
391
Applovin
APP
$234B
$47.3K ﹤0.01%
135
EEM icon
392
iShares MSCI Emerging Markets ETF
EEM
$21.2B
$45.2K ﹤0.01%
937
ES icon
393
Eversource Energy
ES
$25.3B
$44.2K ﹤0.01%
695
SPIB icon
394
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$44K ﹤0.01%
1,310
BF.A icon
395
Brown-Forman Class A
BF.A
$12.3B
$43.8K ﹤0.01%
1,595
OZK icon
396
Bank OZK
OZK
$5.21B
$43.8K ﹤0.01%
930
SJM icon
397
J.M. Smucker
SJM
$10.5B
$43.5K ﹤0.01%
443
JPST icon
398
JPMorgan Ultra-Short Income ETF
JPST
$35.5B
$42.4K ﹤0.01%
837
ASHR icon
399
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.8B
$42.1K ﹤0.01%
1,527
SCCO icon
400
Southern Copper
SCCO
$119B
$41.9K ﹤0.01%
422