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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XCEM icon
476
Columbia EM Core ex-China ETF
XCEM
$1.25B
$22.8K ﹤0.01%
+600
HOOD icon
477
Robinhood
HOOD
$116B
$21.5K ﹤0.01%
160
DUK icon
478
Duke Energy
DUK
$96.4B
$21.4K ﹤0.01%
168
-72
ZBH icon
479
Zimmer Biomet
ZBH
$19.3B
$20.6K ﹤0.01%
200
-200
BNTX icon
480
BioNTech
BNTX
$24.8B
$19.9K ﹤0.01%
190
WAB icon
481
Wabtec
WAB
$35.7B
$19.9K ﹤0.01%
101
-50
RUN icon
482
Sunrun
RUN
$4.7B
$19.8K ﹤0.01%
1,000
-86
T icon
483
AT&T
T
$184B
$19.6K ﹤0.01%
795
UNB icon
484
Union Bankshares
UNB
$106M
$19.5K ﹤0.01%
775
OXY.WS icon
485
Occidental Petroleum Corp Warrants
OXY.WS
$18.9B
– –
0
SMCI icon
486
Super Micro Computer
SMCI
$20.2B
$19.2K ﹤0.01%
400
SCZ icon
487
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.5B
$17.8K ﹤0.01%
230
-666
KR icon
488
Kroger
KR
$44.6B
$17.3K ﹤0.01%
252
LLYVA icon
489
Liberty Live Group Series A
LLYVA
$7.07B
$15.4K ﹤0.01%
172
-11
PHO icon
490
Invesco Water Resources ETF
PHO
$2.15B
$15.3K ﹤0.01%
206
FWONA icon
491
Liberty Media Series A
FWONA
$22B
$14.9K ﹤0.01%
166
COGT icon
492
Cogent Biosciences
COGT
$6.17B
$14.8K ﹤0.01%
1,000
REAL icon
493
The RealReal
REAL
$1.69B
$14.5K ﹤0.01%
1,202
RWO icon
494
SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
$13.9K ﹤0.01%
300
SAM icon
495
Boston Beer
SAM
$2.08B
$13.8K ﹤0.01%
63
VDE icon
496
Vanguard Energy ETF
VDE
$7.24B
$13.6K ﹤0.01%
108
MNST icon
497
Monster Beverage
MNST
$73.3B
$12.4K ﹤0.01%
178
BKLN icon
498
Invesco Senior Loan ETF
BKLN
$6.37B
$12.2K ﹤0.01%
585
AEG icon
499
Aegon
AEG
$12.6B
$11.9K ﹤0.01%
1,610
TPZ
500
Tortoise Power & Energy Infrastructure Fund
TPZ
$126M
$11.4K ﹤0.01%
542
18 19
20
21 22