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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.4M 1.26%
437,700
-9,420
27
$86.2M 1.25%
2,650,168
+88,244
28
$76.9M 1.12%
1,213,505
-418,259
29
$76.6M 1.12%
912,533
+4,298
30
$75.3M 1.1%
255,654
+25,786
31
$69.6M 1.01%
499,875
-8,036
32
$64.5M 0.94%
219,609
+824
33
$61.1M 0.89%
1,215,886
+56,012
34
$60.8M 0.89%
314,986
-66,189
35
$60M 0.87%
395,683
+84,836
36
$57.1M 0.83%
744,826
-25,083
37
$56.4M 0.82%
514,347
+114,661
38
$46.6M 0.68%
224,012
+18,867
39
$45.9M 0.67%
215,396
-1,396
40
$43.6M 0.64%
555,828
+2,976
41
$42.3M 0.62%
250,028
+1,504
42
$42M 0.61%
586,057
-173,310
43
$41.4M 0.6%
113,029
+4,697
44
$41.4M 0.6%
1,346,992
-22,436
45
$40.5M 0.59%
146,925
-310
46
$36.5M 0.53%
444,887
-11,337
47
$34.5M 0.5%
305,653
-2,094
48
$30.2M 0.44%
299,420
-1,910
49
$30.2M 0.44%
145,246
-1,063
50
$28.7M 0.42%
218,541
-7,348
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