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
501
$22K ﹤0.01%
1,375
502
$22K ﹤0.01%
160
503
$22K ﹤0.01%
495
-913
504
$21K ﹤0.01%
77
505
$21K ﹤0.01%
6,400
-8,885
506
$20K ﹤0.01%
355
507
$20K ﹤0.01%
150
+50
508
$20K ﹤0.01%
3,195
509
$20K ﹤0.01%
1,475
510
$20K ﹤0.01%
250
511
$19K ﹤0.01%
8
512
$19K ﹤0.01%
517
513
$19K ﹤0.01%
840
514
$18K ﹤0.01%
1,315
515
$18K ﹤0.01%
480
516
$18K ﹤0.01%
689
517
$18K ﹤0.01%
1,405
518
$18K ﹤0.01%
741
519
$17K ﹤0.01%
325
-1,862
520
$17K ﹤0.01%
+205
521
$17K ﹤0.01%
3,000
522
$17K ﹤0.01%
2,000
523
$16K ﹤0.01%
450
524
$16K ﹤0.01%
134
+81
525
$16K ﹤0.01%
2,200
19 20
21
22 23