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
451
$35K ﹤0.01%
2,000
452
$34K ﹤0.01%
498
453
$34K ﹤0.01%
500
454
$34K ﹤0.01%
+650
455
$34K ﹤0.01%
+1,308
456
$33K ﹤0.01%
307
+250
457
$33K ﹤0.01%
2,316
458
$32K ﹤0.01%
530
459
$32K ﹤0.01%
200
460
$32K ﹤0.01%
265
461
$32K ﹤0.01%
181
462
$30K ﹤0.01%
+825
463
$30K ﹤0.01%
1,000
464
$30K ﹤0.01%
926
465
$29K ﹤0.01%
+500
466
$29K ﹤0.01%
2,000
467
$29K ﹤0.01%
540
+500
468
$29K ﹤0.01%
505
469
$28K ﹤0.01%
250
470
$28K ﹤0.01%
+800
471
$27K ﹤0.01%
+500
472
$27K ﹤0.01%
226
-454
473
$27K ﹤0.01%
474
+252
474
$27K ﹤0.01%
+1,918
475
$27K ﹤0.01%
1,475
-3,535
17 18
19
20 21