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
501
$27K ﹤0.01%
600
502
$27K ﹤0.01%
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503
$27K ﹤0.01%
1,405
504
$27K ﹤0.01%
435
505
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1,150
506
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181
507
$26K ﹤0.01%
+692
508
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1,069
509
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+500
510
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500
511
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300
-750
512
$26K ﹤0.01%
505
513
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350
514
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515
$25K ﹤0.01%
+498
516
$25K ﹤0.01%
200
517
$25K ﹤0.01%
630
518
$24K ﹤0.01%
+2,053
519
$24K ﹤0.01%
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520
$24K ﹤0.01%
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521
$24K ﹤0.01%
98
522
$23K ﹤0.01%
500
523
$23K ﹤0.01%
500
524
$22K ﹤0.01%
1,430
525
$22K ﹤0.01%
262
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