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
526
$19K ﹤0.01%
1,800
527
$19K ﹤0.01%
262
528
$19K ﹤0.01%
250
529
$19K ﹤0.01%
208
530
$18K ﹤0.01%
250
531
$18K ﹤0.01%
855
-45
532
$18K ﹤0.01%
3,000
533
$18K ﹤0.01%
160
534
$17K ﹤0.01%
355
535
$17K ﹤0.01%
600
536
$17K ﹤0.01%
+360
537
$16K ﹤0.01%
480
538
$15K ﹤0.01%
337
539
$15K ﹤0.01%
+35
540
$15K ﹤0.01%
517
541
$15K ﹤0.01%
+375
542
$15K ﹤0.01%
137
543
$15K ﹤0.01%
548
+529
544
$15K ﹤0.01%
1,200
-400
545
$14K ﹤0.01%
+500
546
$14K ﹤0.01%
+247
547
$14K ﹤0.01%
720
548
$13K ﹤0.01%
1,000
549
$13K ﹤0.01%
500
550
$13K ﹤0.01%
130
20 21
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