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
$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
526
$10K ﹤0.01%
+300
527
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+123
528
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921
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531
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534
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536
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537
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2,500
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540
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541
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27
542
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545
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+129
546
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+200
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$6K ﹤0.01%
100
548
$6K ﹤0.01%
+154
549
$6K ﹤0.01%
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550
$6K ﹤0.01%
215