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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$180B
$42.2M 0.37%
248,268
-565
MCD icon
52
McDonald's
MCD
$222B
$35.3M 0.31%
115,048
-4,093
PEP icon
53
PepsiCo
PEP
$203B
$32.4M 0.28%
214,147
-5,136
DKS icon
54
Dick's Sporting Goods
DKS
$18.5B
$32.4M 0.28%
142,028
+16,354
MRK icon
55
Merck
MRK
$260B
$31.7M 0.28%
363,801
-15,259
ACN icon
56
Accenture
ACN
$155B
$24M 0.21%
96,028
-4,468
ROST icon
57
Ross Stores
ROST
$57.4B
$22.1M 0.19%
140,792
-1,831
JPM icon
58
JPMorgan Chase
JPM
$852B
$21.6M 0.19%
73,326
-2,266
ALGN icon
59
Align Technology
ALGN
$10.6B
$20.5M 0.18%
150,956
-11,748
CBT icon
60
Cabot Corp
CBT
$3.31B
$20.3M 0.18%
286,044
MSCI icon
61
MSCI
MSCI
$42.4B
$18.2M 0.16%
33,729
+1,449
AMGN icon
62
Amgen
AMGN
$186B
$16.8M 0.15%
57,459
-2,464
ANET icon
63
Arista Networks
ANET
$165B
$15.9M 0.14%
103,947
ABBV icon
64
AbbVie
ABBV
$402B
$14.7M 0.13%
64,430
+4,263
HDB icon
65
HDFC Bank
HDB
$189B
$14M 0.12%
383,206
-2,708
RTX icon
66
RTX Corp
RTX
$235B
$13M 0.11%
72,230
-4,897
ECL icon
67
Ecolab
ECL
$77.9B
$12.5M 0.11%
45,305
-3,304
WSO icon
68
Watsco Inc
WSO
$14B
$12.1M 0.11%
33,569
-118
CVX icon
69
Chevron
CVX
$302B
$11.2M 0.1%
71,403
-893
LLY icon
70
Eli Lilly
LLY
$963B
$10.8M 0.1%
13,191
+3,102
BAC icon
71
Bank of America
BAC
$392B
$9.72M 0.09%
187,772
+13,110
AVGO icon
72
Broadcom
AVGO
$1.9T
$9.58M 0.08%
27,834
+5,794
ITW icon
73
Illinois Tool Works
ITW
$72.3B
$9.37M 0.08%
36,396
+459
ROK icon
74
Rockwell Automation
ROK
$44.4B
$8.16M 0.07%
22,853
-2,756
KO icon
75
Coca-Cola
KO
$315B
$7.95M 0.07%
113,716
-325
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