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
551
$13K ﹤0.01%
741
552
$13K ﹤0.01%
248
553
$12K ﹤0.01%
843
554
$12K ﹤0.01%
+820
555
$12K ﹤0.01%
280
556
$12K ﹤0.01%
283
557
$12K ﹤0.01%
+400
558
$12K ﹤0.01%
+1,250
559
$11K ﹤0.01%
300
560
$10K ﹤0.01%
375
561
$10K ﹤0.01%
450
562
$10K ﹤0.01%
100
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$10K ﹤0.01%
+345
564
$10K ﹤0.01%
100
565
$10K ﹤0.01%
400
-13,675
566
$10K ﹤0.01%
655
567
$9K ﹤0.01%
389
-359
568
$9K ﹤0.01%
225
569
$9K ﹤0.01%
+345
570
$9K ﹤0.01%
75
571
$9K ﹤0.01%
+85
572
$9K ﹤0.01%
70
573
$8K ﹤0.01%
697
574
$8K ﹤0.01%
55
575
$8K ﹤0.01%
120
-36
21 22
23
24 25