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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34K ﹤0.01%
904
-149
427
$34K ﹤0.01%
2,000
-1,400
428
$34K ﹤0.01%
2,000
429
$33K ﹤0.01%
926
430
$33K ﹤0.01%
400
431
$32K ﹤0.01%
894
432
$32K ﹤0.01%
10,000
433
$31K ﹤0.01%
525
434
$31K ﹤0.01%
789
435
$31K ﹤0.01%
+488
436
$31K ﹤0.01%
400
437
$30K ﹤0.01%
+2,205
438
$30K ﹤0.01%
514
439
$30K ﹤0.01%
851
440
$29K ﹤0.01%
1,075
+575
441
$29K ﹤0.01%
750
442
$28K ﹤0.01%
1,605
+86
443
$28K ﹤0.01%
300
444
$28K ﹤0.01%
1,064
445
$28K ﹤0.01%
1,200
446
$27K ﹤0.01%
+25
447
$27K ﹤0.01%
150
-225
448
$27K ﹤0.01%
635
449
$26K ﹤0.01%
666
450
$26K ﹤0.01%
300
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