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
551
$1.23K ﹤0.01%
45
552
$1.01K ﹤0.01%
17
553
$881 ﹤0.01%
3,000
554
$669 ﹤0.01%
54
555
$662 ﹤0.01%
4,482
556
$645 ﹤0.01%
50
557
$248 ﹤0.01%
4
558
$162 ﹤0.01%
22
-828
559
$139 ﹤0.01%
8
560
$120 ﹤0.01%
12
561
$49 ﹤0.01%
1
562
$31 ﹤0.01%
3
563
$30 ﹤0.01%
4
-1,446
564
– –
-3,000
565
– –
-4,500
566
– –
-300
567
– –
-1,000
568
– –
-7,325
569
– –
-32
570
– –
-110
571
– –
-200
572
– –
-94
573
– –
-306
574
– –
-1,968
575
– –
-197
20 21 22
23
24