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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XBI icon
401
State Street SPDR S&P Biotech ETF
XBI
$8.23B
$41.5K ﹤0.01%
500
KAI icon
402
Kadant
KAI
$3.48B
$41.3K ﹤0.01%
130
ALC icon
403
Alcon
ALC
$39B
$40.9K ﹤0.01%
463
HUM icon
404
Humana
HUM
$31.2B
$40.3K ﹤0.01%
165
UGI icon
405
UGI
UGI
$8.1B
$40.1K ﹤0.01%
1,102
SUB icon
406
iShares Short-Term National Muni Bond ETF
SUB
$10.4B
$39.9K ﹤0.01%
375
O icon
407
Realty Income
O
$52.5B
$38.4K ﹤0.01%
666
BAX icon
408
Baxter International
BAX
$9.92B
$37.1K ﹤0.01%
1,225
SWKS icon
409
Skyworks Solutions
SWKS
$9.66B
$36.8K ﹤0.01%
494
ZBH icon
410
Zimmer Biomet
ZBH
$18B
$36.5K ﹤0.01%
400
IRM icon
411
Iron Mountain
IRM
$24.6B
$36.4K ﹤0.01%
355
XIFR
412
XPLR Infrastructure LP
XIFR
$916M
$35.8K ﹤0.01%
4,366
EBC icon
413
Eastern Bankshares
EBC
$4.17B
$35.1K ﹤0.01%
2,300
-396
KD icon
414
Kyndryl
KD
$6.08B
$34.7K ﹤0.01%
828
-185
FWONK icon
415
Liberty Media Series C
FWONK
$24.6B
$34.7K ﹤0.01%
332
VNT icon
416
Vontier
VNT
$5.49B
$34.5K ﹤0.01%
935
CASY icon
417
Casey's General Stores
CASY
$20.8B
$34.2K ﹤0.01%
67
LLYVK icon
418
Liberty Live Group Series C
LLYVK
$7.66B
$33.4K ﹤0.01%
412
TTEK icon
419
Tetra Tech
TTEK
$8.86B
$32.4K ﹤0.01%
900
NTAP icon
420
NetApp
NTAP
$21.5B
$32K ﹤0.01%
300
VTRS icon
421
Viatris
VTRS
$14.4B
$31.7K ﹤0.01%
3,549
WAB icon
422
Wabtec
WAB
$37B
$31.6K ﹤0.01%
151
VTR icon
423
Ventas
VTR
$37B
$31.6K ﹤0.01%
500
KIM icon
424
Kimco Realty
KIM
$13.8B
$31.4K ﹤0.01%
1,492
ONON icon
425
On Holding
ONON
$15.7B
$30.7K ﹤0.01%
590