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
551
$17K ﹤0.01%
1,300
552
$17K ﹤0.01%
208
553
$16K ﹤0.01%
843
554
$16K ﹤0.01%
373
555
$16K ﹤0.01%
+63
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$16K ﹤0.01%
158
557
$15K ﹤0.01%
250
558
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$15K ﹤0.01%
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$15K ﹤0.01%
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741
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$14K ﹤0.01%
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101
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$14K ﹤0.01%
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$13K ﹤0.01%
609
567
$13K ﹤0.01%
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150
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375
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$13K ﹤0.01%
337
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$12K ﹤0.01%
200
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574
$12K ﹤0.01%
225
575
$12K ﹤0.01%
100
21 22
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