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
$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
26
$48.6M 1.34%
2,426,788
-9,828
27
$47.4M 1.31%
1,026,674
+670,320
28
$45.6M 1.26%
459,996
+1,517
29
$41.6M 1.15%
502,092
-27,766
30
$41M 1.13%
584,855
-22,364
31
$40.7M 1.12%
159,421
+79,349
32
$38.3M 1.06%
284,957
+1,876
33
$36M 0.99%
345,624
-32,888
34
$33.7M 0.93%
386,543
+9,499
35
$32.8M 0.9%
358,672
-40,788
36
$30.4M 0.84%
775,026
-3,400
37
$30.2M 0.83%
1,138,908
-45,785
38
$29.8M 0.82%
166,138
-20,123
39
$26.8M 0.74%
958,580
+34,088
40
$26.2M 0.72%
418,512
+29,522
41
$26M 0.72%
316,037
-4,248
42
$24.9M 0.69%
447,432
+19,512
43
$24.9M 0.69%
272,797
+1,793
44
$23.1M 0.64%
888,936
-84,699
45
$22.2M 0.61%
125,739
+8,944
46
$21.5M 0.59%
181,357
-610
47
$20.9M 0.58%
201,681
-15,671
48
$19.6M 0.54%
499,036
+140
49
$19.4M 0.54%
271,746
-6,869
50
$19.3M 0.53%
375,088
-166,460
1
2
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