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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$43K ﹤0.01%
1,000
402
$42K ﹤0.01%
+1,455
403
$42K ﹤0.01%
871
-674
404
$42K ﹤0.01%
7
405
$41K ﹤0.01%
+1,685
406
$41K ﹤0.01%
+722
407
$40K ﹤0.01%
528
+78
408
$40K ﹤0.01%
400
409
$40K ﹤0.01%
+500
410
$40K ﹤0.01%
970
411
$40K ﹤0.01%
11,288
412
$39K ﹤0.01%
7,574
413
$39K ﹤0.01%
600
414
$38K ﹤0.01%
1,100
415
$38K ﹤0.01%
516
+126
416
$38K ﹤0.01%
700
417
$37K ﹤0.01%
1,000
418
$37K ﹤0.01%
510
419
$36K ﹤0.01%
3,200
420
$36K ﹤0.01%
831
421
$36K ﹤0.01%
188
422
$36K ﹤0.01%
668
+468
423
$35K ﹤0.01%
3,600
424
$35K ﹤0.01%
290
425
$35K ﹤0.01%
1,016
+66
15 16
17
18 19