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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$22K ﹤0.01%
1,069
502
$22K ﹤0.01%
600
503
$22K ﹤0.01%
1,031
504
$22K ﹤0.01%
+540
505
$22K ﹤0.01%
1,405
506
$22K ﹤0.01%
500
507
$22K ﹤0.01%
346
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508
$22K ﹤0.01%
+3,500
509
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600
510
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600
511
$22K ﹤0.01%
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512
$22K ﹤0.01%
840
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$22K ﹤0.01%
+1,806
514
$21K ﹤0.01%
350
515
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942
516
$21K ﹤0.01%
1,300
517
$21K ﹤0.01%
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518
$21K ﹤0.01%
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519
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520
$20K ﹤0.01%
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521
$20K ﹤0.01%
100
522
$20K ﹤0.01%
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-10
523
$20K ﹤0.01%
+492
524
$20K ﹤0.01%
2,100
525
$19K ﹤0.01%
625
19 20
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