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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K ﹤0.01%
54
+47
552
$12K ﹤0.01%
171
-390
553
$11K ﹤0.01%
225
554
$11K ﹤0.01%
1,122
555
$11K ﹤0.01%
75
556
$11K ﹤0.01%
1,000
557
$11K ﹤0.01%
205
558
$10K ﹤0.01%
100
559
$10K ﹤0.01%
+91
560
$10K ﹤0.01%
257
561
$10K ﹤0.01%
+109
562
$10K ﹤0.01%
85
563
$10K ﹤0.01%
60
564
$10K ﹤0.01%
30
+22
565
$9K ﹤0.01%
46
+37
566
$9K ﹤0.01%
261
567
$9K ﹤0.01%
287
-435
568
$9K ﹤0.01%
572
569
$9K ﹤0.01%
245
570
$9K ﹤0.01%
268
+178
571
$9K ﹤0.01%
50
572
$9K ﹤0.01%
69
+42
573
$9K ﹤0.01%
4,500
574
$8K ﹤0.01%
55
575
$8K ﹤0.01%
+161
21 22
23
24 25