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
451
$26K ﹤0.01%
2,620
452
$25K ﹤0.01%
583
+433
453
$25K ﹤0.01%
600
454
$24K ﹤0.01%
945
455
$24K ﹤0.01%
+175
456
$24K ﹤0.01%
198
457
$24K ﹤0.01%
2,855
458
$24K ﹤0.01%
400
459
$23K ﹤0.01%
2,000
460
$23K ﹤0.01%
3,120
461
$23K ﹤0.01%
1,274
462
$22K ﹤0.01%
424
463
$22K ﹤0.01%
645
464
$22K ﹤0.01%
666
465
$21K ﹤0.01%
+375
466
$21K ﹤0.01%
500
467
$21K ﹤0.01%
1,069
468
$21K ﹤0.01%
600
+100
469
$21K ﹤0.01%
745
470
$20K ﹤0.01%
843
471
$20K ﹤0.01%
+500
472
$20K ﹤0.01%
500
473
$19K ﹤0.01%
275
-2,250
474
$19K ﹤0.01%
1,000
-3,000
475
$19K ﹤0.01%
+390
17 18
19
20 21