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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$74K ﹤0.01%
+1,000
402
$70K ﹤0.01%
1,188
-157
403
$68K ﹤0.01%
4,680
404
$68K ﹤0.01%
1,000
405
$68K ﹤0.01%
2,000
406
$67K ﹤0.01%
1,275
407
$67K ﹤0.01%
8,376
408
$67K ﹤0.01%
+593
409
$66K ﹤0.01%
1,931
410
$65K ﹤0.01%
1,616
411
$65K ﹤0.01%
1,200
-1,600
412
$65K ﹤0.01%
1,575
413
$65K ﹤0.01%
1,741
414
$64K ﹤0.01%
+1,350
415
$64K ﹤0.01%
1,355
+1,003
416
$63K ﹤0.01%
384
417
$63K ﹤0.01%
1,003
418
$63K ﹤0.01%
750
419
$63K ﹤0.01%
1,437
420
$63K ﹤0.01%
305
-151
421
$62K ﹤0.01%
4,000
422
$61K ﹤0.01%
1,075
423
$60K ﹤0.01%
+1,125
424
$60K ﹤0.01%
928
+428
425
$60K ﹤0.01%
509
15 16
17
18 19