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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$125M 1.24%
454,853
-15,000
27
$109M 1.08%
1,396,000
-33,117
28
$108M 1.07%
223,407
-3,395
29
$103M 1.03%
191,511
+958
30
$97.3M 0.97%
1,224,120
+37,080
31
$84.2M 0.84%
250,445
-1,421
32
$83.4M 0.83%
885,735
-20,143
33
$81.6M 0.81%
924,954
+9,468
34
$81.5M 0.81%
352,605
+5,710
35
$78.6M 0.78%
87,274
+25,828
36
$73.9M 0.73%
180,708
+403
37
$70.6M 0.7%
234,823
-3,259
38
$69.2M 0.69%
431,156
-6,544
39
$67.3M 0.67%
140,277
-1,523
40
$59.4M 0.59%
253,376
-1,810
41
$58.6M 0.58%
805,965
+17,520
42
$53.5M 0.53%
421,819
-5,271
43
$53.4M 0.53%
275,102
-9,491
44
$49.8M 0.5%
546,018
-76,944
45
$48.5M 0.48%
515,783
+9,238
46
$47.8M 0.48%
396,455
-7,234
47
$47.1M 0.47%
236,829
+50,774
48
$45.8M 0.46%
307,290
-21,632
49
$43.2M 0.43%
244,533
-2,579
50
$41.7M 0.41%
47,798
-217
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