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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$36K ﹤0.01%
740
477
$35K ﹤0.01%
998
478
$35K ﹤0.01%
+295
479
$35K ﹤0.01%
+300
480
$34K ﹤0.01%
514
-150
481
$34K ﹤0.01%
8
482
$34K ﹤0.01%
239
-31
483
$34K ﹤0.01%
3,404
+1,200
484
$34K ﹤0.01%
+1,251
485
$33K ﹤0.01%
+1,040
486
$32K ﹤0.01%
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487
$32K ﹤0.01%
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488
$32K ﹤0.01%
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489
$32K ﹤0.01%
550
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490
$31K ﹤0.01%
+364
491
$30K ﹤0.01%
942
492
$30K ﹤0.01%
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493
$30K ﹤0.01%
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$30K ﹤0.01%
440
495
$29K ﹤0.01%
+274
496
$29K ﹤0.01%
600
497
$29K ﹤0.01%
1,125
498
$29K ﹤0.01%
255
-218
499
$28K ﹤0.01%
327
500
$28K ﹤0.01%
400
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