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
476
$28K ﹤0.01%
1,031
477
$28K ﹤0.01%
1,125
478
$28K ﹤0.01%
500
479
$28K ﹤0.01%
825
480
$28K ﹤0.01%
1,160
-40
481
$27K ﹤0.01%
500
482
$27K ﹤0.01%
942
483
$27K ﹤0.01%
262
484
$27K ﹤0.01%
200
485
$26K ﹤0.01%
550
486
$26K ﹤0.01%
525
487
$26K ﹤0.01%
435
488
$26K ﹤0.01%
375
489
$25K ﹤0.01%
219
-7
490
$25K ﹤0.01%
1,000
+100
491
$25K ﹤0.01%
675
492
$24K ﹤0.01%
255
493
$24K ﹤0.01%
100
494
$24K ﹤0.01%
88
495
$24K ﹤0.01%
1,300
+1,050
496
$24K ﹤0.01%
208
497
$24K ﹤0.01%
300
498
$23K ﹤0.01%
1,300
499
$23K ﹤0.01%
101
-85
500
$22K ﹤0.01%
855
18 19
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