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
626
$5K ﹤0.01%
+95
627
$5K ﹤0.01%
+579
628
$5K ﹤0.01%
49
629
$5K ﹤0.01%
271
-1,611
630
$5K ﹤0.01%
+735
631
$4K ﹤0.01%
697
632
$4K ﹤0.01%
100
633
$4K ﹤0.01%
16
634
$4K ﹤0.01%
140
-25
635
$4K ﹤0.01%
7
636
$4K ﹤0.01%
100
637
$4K ﹤0.01%
26
638
$4K ﹤0.01%
+235
639
$3K ﹤0.01%
20
640
$3K ﹤0.01%
37
641
$3K ﹤0.01%
60
642
$3K ﹤0.01%
27
643
$3K ﹤0.01%
90
644
$3K ﹤0.01%
42
-300
645
$3K ﹤0.01%
+115
646
$3K ﹤0.01%
417
647
$3K ﹤0.01%
56
648
$3K ﹤0.01%
40
649
$3K ﹤0.01%
4
650
$3K ﹤0.01%
50
24 25
26
27 28