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
526
$22K ﹤0.01%
1,375
527
$22K ﹤0.01%
130
528
$22K ﹤0.01%
184
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529
$22K ﹤0.01%
1,000
530
$21K ﹤0.01%
481
531
$21K ﹤0.01%
600
532
$21K ﹤0.01%
450
533
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534
$21K ﹤0.01%
+110
535
$21K ﹤0.01%
+400
536
$21K ﹤0.01%
265
537
$20K ﹤0.01%
160
538
$20K ﹤0.01%
625
539
$20K ﹤0.01%
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540
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541
$20K ﹤0.01%
100
542
$19K ﹤0.01%
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543
$19K ﹤0.01%
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544
$19K ﹤0.01%
134
545
$19K ﹤0.01%
137
546
$19K ﹤0.01%
250
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170
548
$18K ﹤0.01%
300
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549
$17K ﹤0.01%
900
550
$17K ﹤0.01%
1,770
20 21
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