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
526
$4.96K ﹤0.01%
120
527
$4.94K ﹤0.01%
+62
528
$4.91K ﹤0.01%
20
529
$4.82K ﹤0.01%
+86
530
$4.76K ﹤0.01%
+68
531
$4.47K ﹤0.01%
345
+145
532
$4.46K ﹤0.01%
400
533
$4.38K ﹤0.01%
+2,000
534
$4.25K ﹤0.01%
105
535
$4.11K ﹤0.01%
86
-8,999
536
$3.98K ﹤0.01%
1,202
537
$3.94K ﹤0.01%
+51
538
$3.69K ﹤0.01%
1,000
539
$3.57K ﹤0.01%
1,803
540
$3.49K ﹤0.01%
46
-2,454
541
$3.37K ﹤0.01%
500
-200
542
$3.28K ﹤0.01%
213
543
$3.27K ﹤0.01%
530
544
$3.07K ﹤0.01%
17
545
$2.93K ﹤0.01%
50
546
$2.9K ﹤0.01%
271
-41
547
$2.8K ﹤0.01%
+11
548
$2.53K ﹤0.01%
88
549
$2.32K ﹤0.01%
570
550
$1.29K ﹤0.01%
18
20 21
22
23 24