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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
663
577
$3K ﹤0.01%
+300
578
$3K ﹤0.01%
62
579
$3K ﹤0.01%
78
-84
580
$3K ﹤0.01%
125
581
$3K ﹤0.01%
2,000
582
$2K ﹤0.01%
90
-3,000
583
$2K ﹤0.01%
105
584
$2K ﹤0.01%
+94
585
$2K ﹤0.01%
+69
586
$2K ﹤0.01%
43
587
$2K ﹤0.01%
27
+1
588
– –
0
589
$1K ﹤0.01%
+18
590
$1K ﹤0.01%
20
591
$1K ﹤0.01%
41
592
$0 ﹤0.01%
+26
593
– –
-1,180
594
$0 ﹤0.01%
7
-31
595
– –
-175
596
– –
-55
597
– –
-3,200
598
– –
-100
599
– –
-1,010
600
– –
-75
22 23
24
25 26