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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$45K ﹤0.01%
4,680
427
$44K ﹤0.01%
1,026
+304
428
$44K ﹤0.01%
+500
429
$44K ﹤0.01%
+4,240
430
$44K ﹤0.01%
661
431
$42K ﹤0.01%
892
+92
432
$42K ﹤0.01%
1,822
433
$42K ﹤0.01%
3,935
-765
434
$41K ﹤0.01%
+825
435
$41K ﹤0.01%
310
-219
436
$40K ﹤0.01%
242
+222
437
$40K ﹤0.01%
+10,000
438
$39K ﹤0.01%
+2,000
439
$39K ﹤0.01%
773
440
$39K ﹤0.01%
638
-637
441
$38K ﹤0.01%
998
442
$37K ﹤0.01%
1,000
+700
443
$36K ﹤0.01%
190
444
$36K ﹤0.01%
840
445
$35K ﹤0.01%
514
446
$35K ﹤0.01%
1,136
447
$35K ﹤0.01%
2,234
-28
448
$35K ﹤0.01%
786
+36
449
$35K ﹤0.01%
+450
450
$35K ﹤0.01%
+186
16 17
18
19 20