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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTM
426
Amentum Holdings
AMTM
$6.97B
$50.4K ﹤0.01%
2,174
ASHR icon
427
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.65B
$50K ﹤0.01%
1,527
VNLA icon
428
Janus Henderson Short Duration Income ETF
VNLA
$2.83B
$49.5K ﹤0.01%
1,004
IBDR icon
429
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.55B
$48.6K ﹤0.01%
2,000
HUM icon
430
Humana
HUM
$29.6B
$48.1K ﹤0.01%
165
VSTM icon
431
Verastem
VSTM
$801M
$46.5K ﹤0.01%
5,949
SJM icon
432
J.M. Smucker
SJM
$11.1B
$45.4K ﹤0.01%
443
SIRI icon
433
SiriusXM
SIRI
$7.16B
$45.4K ﹤0.01%
2,130
-1,015
NXT icon
434
Nextpower Inc
NXT
$13.6B
$45.2K ﹤0.01%
500
SPIB icon
435
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$44.5K ﹤0.01%
1,310
BF.A icon
436
Brown-Forman Class A
BF.A
$13.5B
$44.2K ﹤0.01%
1,595
JPST icon
437
JPMorgan Ultra-Short Income ETF
JPST
$35.1B
$42.5K ﹤0.01%
837
OZK icon
438
Bank OZK
OZK
$5.15B
$41.9K ﹤0.01%
930
O icon
439
Realty Income
O
$53B
$40.1K ﹤0.01%
666
SUB icon
440
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$39.9K ﹤0.01%
375
EBC icon
441
Eastern Bankshares
EBC
$4.24B
$38.6K ﹤0.01%
2,100
-200
KAI icon
442
Kadant
KAI
$3.28B
$38.1K ﹤0.01%
130
SWKS icon
443
Skyworks Solutions
SWKS
$9.81B
$37.4K ﹤0.01%
494
UGI icon
444
UGI
UGI
$8.48B
$36.7K ﹤0.01%
1,102
LLYVK icon
445
Liberty Live Group Series C
LLYVK
$7.28B
$36.2K ﹤0.01%
392
-20
LULU icon
446
lululemon athletica
LULU
$21.8B
$35.8K ﹤0.01%
200
CASY icon
447
Casey's General Stores
CASY
$21.2B
$35.7K ﹤0.01%
67
NTAP icon
448
NetApp
NTAP
$22.1B
$35.3K ﹤0.01%
300
ALC icon
449
Alcon
ALC
$39B
$35.3K ﹤0.01%
463
VTR icon
450
Ventas
VTR
$37.9B
$35K ﹤0.01%
500
16 17
18
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