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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$13M
3 +$10.1M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.71M
5
TMO icon
Thermo Fisher Scientific
TMO
+$8.94M

Top Sells

1 +$22.9M
2 +$12.2M
3 +$8.5M
4
AMAT icon
Applied Materials
AMAT
+$5.05M
5
PGR icon
Progressive
PGR
+$4.89M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BNTX icon
451
BioNTech
BNTX
$24.8B
$20.2K ﹤0.01%
190
SMCI icon
452
Super Micro Computer
SMCI
$23.6B
$19.6K ﹤0.01%
400
AMLP icon
453
Alerian MLP ETF
AMLP
$10.4B
$19.5K ﹤0.01%
+400
IBB icon
454
iShares Biotechnology ETF
IBB
$6.31B
$19K ﹤0.01%
150
OXY.WS icon
455
Occidental Petroleum Corp Warrants
OXY.WS
$18.3B
0
BABA icon
456
Alibaba
BABA
$397B
$18.4K ﹤0.01%
162
KR icon
457
Kroger
KR
$43B
$18.1K ﹤0.01%
252
BIDU icon
458
Baidu
BIDU
$43.3B
$17.2K ﹤0.01%
200
FWONA icon
459
Liberty Media Series A
FWONA
$23.1B
$15.8K ﹤0.01%
166
ICE icon
460
Intercontinental Exchange
ICE
$85B
$15.2K ﹤0.01%
83
HOOD icon
461
Robinhood
HOOD
$117B
$15K ﹤0.01%
+160
CDZI icon
462
Cadiz
CDZI
$411M
$14.9K ﹤0.01%
5,000
DVY icon
463
iShares Select Dividend ETF
DVY
$20.6B
$14.9K ﹤0.01%
112
LLYVA icon
464
Liberty Live Group Series A
LLYVA
$7.57B
$14.5K ﹤0.01%
183
PHO icon
465
Invesco Water Resources ETF
PHO
$2.24B
$14.4K ﹤0.01%
206
EPAM icon
466
EPAM Systems
EPAM
$9.76B
$14.1K ﹤0.01%
80
CSL icon
467
Carlisle Companies
CSL
$13.3B
$13.8K ﹤0.01%
37
OGN icon
468
Organon & Co
OGN
$1.76B
$13.8K ﹤0.01%
1,426
-1
RWO icon
469
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$13.2K ﹤0.01%
300
ABNB icon
470
Airbnb
ABNB
$74B
$13.2K ﹤0.01%
100
ANSS
471
DELISTED
Ansys
ANSS
$13K ﹤0.01%
37
VDE icon
472
Vanguard Energy ETF
VDE
$7.31B
$12.9K ﹤0.01%
108
CHTR icon
473
Charter Communications
CHTR
$28.5B
$12.3K ﹤0.01%
30
BKLN icon
474
Invesco Senior Loan ETF
BKLN
$6.76B
$12.2K ﹤0.01%
585
TEAM icon
475
Atlassian
TEAM
$41.5B
$12.2K ﹤0.01%
60
-165