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
576
$12K ﹤0.01%
280
577
$11K ﹤0.01%
100
578
$11K ﹤0.01%
33
-27
579
$11K ﹤0.01%
700
580
$11K ﹤0.01%
200
581
$11K ﹤0.01%
180
582
$10K ﹤0.01%
572
583
$10K ﹤0.01%
600
584
$10K ﹤0.01%
600
585
$10K ﹤0.01%
341
586
$10K ﹤0.01%
70
587
$10K ﹤0.01%
700
588
$9K ﹤0.01%
189
589
$9K ﹤0.01%
156
-37,764
590
$9K ﹤0.01%
4,500
591
$9K ﹤0.01%
135
592
$9K ﹤0.01%
445
593
$9K ﹤0.01%
220
594
$8K ﹤0.01%
2,000
595
$8K ﹤0.01%
161
596
$8K ﹤0.01%
361
597
$8K ﹤0.01%
79
598
$8K ﹤0.01%
50
599
$8K ﹤0.01%
7
600
$7K ﹤0.01%
55
-29
22 23
24
25 26