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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$67.4M 1.22%
457,521
-132
27
$67.4M 1.22%
908,723
+2,406
28
$66M 1.19%
511,244
+3,827
29
$64.6M 1.17%
881,923
+261,050
30
$62.3M 1.13%
971,763
-231,231
31
$56.9M 1.03%
956,018
-222,878
32
$55.3M 1%
810,763
-25,103
33
$54.1M 0.98%
2,087,132
+719,760
34
$49.1M 0.89%
219,561
+8,997
35
$48.5M 0.88%
370,016
-15,220
36
$44.5M 0.81%
218,012
+104
37
$44.4M 0.8%
590,580
+173,400
38
$41.6M 0.75%
452,216
-43,467
39
$39.5M 0.72%
288,577
+173,003
40
$37.9M 0.69%
167,481
+45,060
41
$37.5M 0.68%
561,390
-10,347
42
$35.6M 0.64%
257,359
-1,339
43
$35.5M 0.64%
265,569
-30,357
44
$34.1M 0.62%
1,379,823
-22,424
45
$32.8M 0.59%
490,041
-83,828
46
$28.1M 0.51%
304,014
+534
47
$28M 0.51%
104,935
+6,077
48
$27.5M 0.5%
1,191,882
-145,622
49
$27.1M 0.49%
145,650
+8,873
50
$27M 0.49%
151,952
-977
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