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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$53K ﹤0.01%
1,000
402
$53K ﹤0.01%
1,000
403
$53K ﹤0.01%
305
404
$52K ﹤0.01%
7,569
405
$52K ﹤0.01%
878
+836
406
$52K ﹤0.01%
1,143
407
$52K ﹤0.01%
1,089
408
$51K ﹤0.01%
1,275
409
$51K ﹤0.01%
618
410
$51K ﹤0.01%
1,196
411
$50K ﹤0.01%
+500
412
$50K ﹤0.01%
22,542
413
$50K ﹤0.01%
600
414
$50K ﹤0.01%
417
+17
415
$50K ﹤0.01%
1,741
416
$50K ﹤0.01%
6,000
+1,000
417
$49K ﹤0.01%
681
418
$48K ﹤0.01%
1,095
-2,240
419
$48K ﹤0.01%
2,875
-2,275
420
$48K ﹤0.01%
+1,000
421
$47K ﹤0.01%
1,444
422
$47K ﹤0.01%
+1,073
423
$46K ﹤0.01%
500
424
$46K ﹤0.01%
960
425
$46K ﹤0.01%
+550
15 16
17
18 19