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
501
$8.77K ﹤0.01%
+15
502
$8.71K ﹤0.01%
+121
503
$8.68K ﹤0.01%
+60
504
$8.39K ﹤0.01%
+121
505
$8.11K ﹤0.01%
200
506
$8.1K ﹤0.01%
60
507
$7.95K ﹤0.01%
30
508
$7.94K ﹤0.01%
950
-1,775
509
$7.88K ﹤0.01%
62
+50
510
$7.48K ﹤0.01%
38
511
$7.46K ﹤0.01%
+85
512
$7.43K ﹤0.01%
+100
513
$7.2K ﹤0.01%
225
514
$7.16K ﹤0.01%
100
515
$7.13K ﹤0.01%
+30
516
$6.53K ﹤0.01%
+30
517
$6.25K ﹤0.01%
100
518
$6.2K ﹤0.01%
+87
519
$6.07K ﹤0.01%
190
520
$5.88K ﹤0.01%
1,300
521
$5.71K ﹤0.01%
112
522
$5.48K ﹤0.01%
2,200
523
$5.29K ﹤0.01%
+141
524
$5.02K ﹤0.01%
+80
525
$4.96K ﹤0.01%
+66
19 20
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