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
451
$32K ﹤0.01%
2,500
452
$32K ﹤0.01%
225
-110
453
$32K ﹤0.01%
1,750
-168
454
$32K ﹤0.01%
733
-500
455
$32K ﹤0.01%
600
456
$32K ﹤0.01%
791
-950
457
$31K ﹤0.01%
551
-389
458
$31K ﹤0.01%
400
459
$31K ﹤0.01%
457
460
$31K ﹤0.01%
3,410
-435
461
$31K ﹤0.01%
860
462
$30K ﹤0.01%
740
463
$30K ﹤0.01%
207
+32
464
$30K ﹤0.01%
300
465
$30K ﹤0.01%
600
466
$29K ﹤0.01%
321
+78
467
$29K ﹤0.01%
825
468
$29K ﹤0.01%
500
469
$28K ﹤0.01%
3,500
470
$28K ﹤0.01%
350
471
$28K ﹤0.01%
500
472
$28K ﹤0.01%
625
473
$28K ﹤0.01%
600
474
$28K ﹤0.01%
500
475
$28K ﹤0.01%
1,500
17 18
19
20 21