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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$19K ﹤0.01%
250
477
$19K ﹤0.01%
455
478
$19K ﹤0.01%
112
-1
479
$19K ﹤0.01%
750
480
$18K ﹤0.01%
+620
481
$18K ﹤0.01%
+381
482
$18K ﹤0.01%
350
483
$18K ﹤0.01%
1,150
484
$18K ﹤0.01%
2,948
485
$17K ﹤0.01%
600
486
$17K ﹤0.01%
270
487
$17K ﹤0.01%
300
488
$17K ﹤0.01%
300
489
$17K ﹤0.01%
4,500
+500
490
$17K ﹤0.01%
300
-200
491
$16K ﹤0.01%
+500
492
$16K ﹤0.01%
+975
493
$15K ﹤0.01%
1,000
494
$15K ﹤0.01%
500
495
$15K ﹤0.01%
300
496
$15K ﹤0.01%
170
497
$15K ﹤0.01%
+175
498
$15K ﹤0.01%
625
499
$15K ﹤0.01%
+170
500
$14K ﹤0.01%
155
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