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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$39K ﹤0.01%
1,000
427
$38K ﹤0.01%
514
428
$38K ﹤0.01%
436
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429
$38K ﹤0.01%
760
-200
430
$38K ﹤0.01%
2,234
431
$38K ﹤0.01%
2,316
432
$38K ﹤0.01%
2,311
433
$37K ﹤0.01%
290
+40
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$36K ﹤0.01%
825
435
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926
436
$36K ﹤0.01%
375
437
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610
438
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290
439
$36K ﹤0.01%
450
440
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170
441
$35K ﹤0.01%
500
442
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446
$34K ﹤0.01%
250
447
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1,000
448
$33K ﹤0.01%
575
449
$33K ﹤0.01%
4,680
450
$33K ﹤0.01%
231
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