LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$34.3K ﹤0.01%
498
427
$34.2K ﹤0.01%
686
428
$33.1K ﹤0.01%
900
429
$31.5K ﹤0.01%
1,748
-251
430
$30.3K ﹤0.01%
318
431
$29.9K ﹤0.01%
110
432
$29.7K ﹤0.01%
850
433
$29.4K ﹤0.01%
300
434
$29.1K ﹤0.01%
+187
435
$28.8K ﹤0.01%
125
-115
436
$28.7K ﹤0.01%
2,949
437
$28.3K ﹤0.01%
+277
438
$28.1K ﹤0.01%
1,102
439
$27.8K ﹤0.01%
191
440
$26.1K ﹤0.01%
100
441
$24.5K ﹤0.01%
684
-83
442
$24.5K ﹤0.01%
103
+43
443
$24.2K ﹤0.01%
875
444
$23.9K ﹤0.01%
642
445
$23.5K ﹤0.01%
240
+72
446
$23.4K ﹤0.01%
2,000
447
$23K ﹤0.01%
192
-192
448
$22.9K ﹤0.01%
+453
449
$22.6K ﹤0.01%
415
450
$22.4K ﹤0.01%
160
16 17
18
19 20