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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$59K ﹤0.01%
7,569
427
$58K ﹤0.01%
22,542
428
$58K ﹤0.01%
681
429
$58K ﹤0.01%
800
430
$58K ﹤0.01%
1,000
431
$57K ﹤0.01%
1,160
432
$57K ﹤0.01%
1,245
433
$57K ﹤0.01%
2,200
434
$56K ﹤0.01%
+600
435
$54K ﹤0.01%
3,120
436
$54K ﹤0.01%
500
437
$54K ﹤0.01%
3,666
438
$53K ﹤0.01%
692
-5
439
$53K ﹤0.01%
3,000
440
$52K ﹤0.01%
870
441
$52K ﹤0.01%
+1,705
442
$52K ﹤0.01%
4,706
443
$52K ﹤0.01%
400
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$52K ﹤0.01%
514
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$51K ﹤0.01%
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$50K ﹤0.01%
1,136
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$50K ﹤0.01%
1,223
-18
448
$49K ﹤0.01%
190
449
$47K ﹤0.01%
926
450
$47K ﹤0.01%
761
-70
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