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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$52K ﹤0.01%
673
+298
402
$52K ﹤0.01%
310
403
$51K ﹤0.01%
1,000
-2,500
404
$51K ﹤0.01%
2,310
-3,089
405
$50K ﹤0.01%
11,271
-403
406
$50K ﹤0.01%
565
-45
407
$50K ﹤0.01%
335
+215
408
$49K ﹤0.01%
878
409
$48K ﹤0.01%
+1,724
410
$48K ﹤0.01%
1,000
411
$47K ﹤0.01%
+29
412
$44K ﹤0.01%
540
413
$44K ﹤0.01%
780
-245
414
$44K ﹤0.01%
265
415
$43K ﹤0.01%
190
416
$43K ﹤0.01%
359
417
$42K ﹤0.01%
773
418
$41K ﹤0.01%
998
419
$41K ﹤0.01%
+315
420
$41K ﹤0.01%
200
421
$40K ﹤0.01%
307
422
$40K ﹤0.01%
2,000
423
$40K ﹤0.01%
2,000
424
$39K ﹤0.01%
325
425
$39K ﹤0.01%
+1,786
15 16
17
18 19