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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$70.1M 1.27%
938,973
-20,870
27
$67.2M 1.22%
524,297
-65,899
28
$63.1M 1.15%
460,425
-5,153
29
$61.2M 1.11%
921,303
+5,271
30
$59.1M 1.07%
588,623
+9,964
31
$57.5M 1.04%
884,848
+16,074
32
$54.2M 0.99%
334,556
-8,953
33
$53.6M 0.97%
335,364
-45,899
34
$52.2M 0.95%
524,882
+13,961
35
$48.8M 0.89%
615,281
-106,702
36
$47.5M 0.86%
405,846
-38,303
37
$44.4M 0.81%
222,426
+970
38
$40.5M 0.74%
1,645,210
-440,662
39
$40.4M 0.73%
195,788
+3,705
40
$35M 0.64%
260,171
-6,261
41
$33.5M 0.61%
306,819
-17,002
42
$31.3M 0.57%
148,143
+115,782
43
$31.3M 0.57%
343,444
+33,450
44
$29.9M 0.54%
1,396,166
-18,490
45
$28.3M 0.51%
375,401
-54,996
46
$27.9M 0.51%
541,380
-22,760
47
$26.9M 0.49%
371,280
+238,480
48
$26.7M 0.48%
139,260
-405
49
$26.1M 0.48%
297,981
+13,957
50
$25.8M 0.47%
414,012
-36,197
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