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
476
$15.1K ﹤0.01%
2,592
477
$14.4K ﹤0.01%
2,380
478
$14.4K ﹤0.01%
108
479
$14.2K ﹤0.01%
180
-135
480
$13.9K ﹤0.01%
539
481
$13.7K ﹤0.01%
37
-25
482
$13.4K ﹤0.01%
138
483
$12.4K ﹤0.01%
145
484
$11.7K ﹤0.01%
50
485
$11.5K ﹤0.01%
697
486
$11.3K ﹤0.01%
5,000
487
$11.2K ﹤0.01%
+110
488
$11.2K ﹤0.01%
1,111
489
$11.1K ﹤0.01%
+58
490
$11K ﹤0.01%
675
-2,820
491
$10.8K ﹤0.01%
1,019
492
$10.4K ﹤0.01%
400
493
$10.3K ﹤0.01%
+95
494
$10.1K ﹤0.01%
166
-80
495
$10.1K ﹤0.01%
+40
496
$9.87K ﹤0.01%
325
497
$9.54K ﹤0.01%
178
498
$9.22K ﹤0.01%
+114
499
$9.16K ﹤0.01%
135
500
$8.82K ﹤0.01%
176
-80
18 19
20
21 22