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
501
$14K ﹤0.01%
175
502
$14K ﹤0.01%
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503
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250
504
$13K ﹤0.01%
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505
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125
506
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800
507
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508
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400
509
$12K ﹤0.01%
+1,000
510
$12K ﹤0.01%
500
511
$12K ﹤0.01%
+199
512
$12K ﹤0.01%
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513
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514
$12K ﹤0.01%
350
-300
515
$12K ﹤0.01%
577
516
$12K ﹤0.01%
+350
517
$12K ﹤0.01%
170
518
$12K ﹤0.01%
240
519
$12K ﹤0.01%
700
-1,500
520
$11K ﹤0.01%
200
521
$11K ﹤0.01%
+40
522
$11K ﹤0.01%
500
523
$10K ﹤0.01%
225
524
$10K ﹤0.01%
250
525
$10K ﹤0.01%
240
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