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
451
$22.3K ﹤0.01%
318
452
$22.1K ﹤0.01%
3,184
453
$21.6K ﹤0.01%
500
454
$21K ﹤0.01%
+67
455
$20.6K ﹤0.01%
292
456
$20.5K ﹤0.01%
181
+47
457
$20.2K ﹤0.01%
1,013
458
$20.1K ﹤0.01%
180
-500
459
$19.8K ﹤0.01%
80
460
$19.7K ﹤0.01%
+635
461
$19.4K ﹤0.01%
200
462
$19K ﹤0.01%
926
463
$18.9K ﹤0.01%
150
464
$18.8K ﹤0.01%
143
+60
465
$18.1K ﹤0.01%
273
466
$18.1K ﹤0.01%
450
467
$17.8K ﹤0.01%
280
468
$17.2K ﹤0.01%
84
469
$17.1K ﹤0.01%
200
+120
470
$16.7K ﹤0.01%
190
471
$16.6K ﹤0.01%
102
+35
472
$15.9K ﹤0.01%
1,875
-834
473
$15.7K ﹤0.01%
100
474
$15.5K ﹤0.01%
+249
475
$15.3K ﹤0.01%
+4,000
17 18
19
20 21