LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$47.4K ﹤0.01%
2,000
402
$46.5K ﹤0.01%
1,218
403
$46.2K ﹤0.01%
+670
404
$45.9K ﹤0.01%
450
405
$44.6K ﹤0.01%
420
406
$43.7K ﹤0.01%
725
407
$43.6K ﹤0.01%
335
+47
408
$42.8K ﹤0.01%
2,301
409
$42.5K ﹤0.01%
549
-652
410
$42.2K ﹤0.01%
+837
411
$42.1K ﹤0.01%
+1,310
412
$42K ﹤0.01%
718
413
$42K ﹤0.01%
930
414
$41.6K ﹤0.01%
350
415
$39K ﹤0.01%
945
-1,300
416
$37.7K ﹤0.01%
190
417
$36.9K ﹤0.01%
1,527
418
$36.8K ﹤0.01%
130
419
$36.6K ﹤0.01%
643
+106
420
$36.5K ﹤0.01%
233
421
$36.4K ﹤0.01%
2,000
-11,811
422
$35.7K ﹤0.01%
2,093
423
$35.5K ﹤0.01%
666
424
$35.5K ﹤0.01%
3,010
+5
425
$34.5K ﹤0.01%
926
-260
15 16
17
18 19