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
51
$17.3M 0.48%
418,232
-12,634
52
$17M 0.47%
156,969
-176
53
$16.5M 0.46%
457,598
-62,984
54
$13.3M 0.37%
242,757
+12,535
55
$13.1M 0.36%
243,124
+2,341
56
$12.9M 0.35%
142,488
-130,775
57
$12.8M 0.35%
170,270
+1,771
58
$12.1M 0.33%
233,065
+1,825
59
$11.7M 0.32%
655,441
+30,114
60
$10.6M 0.29%
55,298
-2,325
61
$10.5M 0.29%
183,206
-2,830
62
$10.1M 0.28%
140,266
-77
63
$9.84M 0.27%
+1,338,605
64
$9.8M 0.27%
618,133
+2,110
65
$9.78M 0.27%
261,044
+630
66
$9.62M 0.27%
558,344
+35,110
67
$9.48M 0.26%
115,197
-1,214
68
$8.85M 0.24%
66,858
+1,766
69
$8.85M 0.24%
120,537
-4,858
70
$8.26M 0.23%
189,038
-3,870
71
$8.22M 0.23%
142,192
+3,115
72
$8.16M 0.23%
96,628
+1,404
73
$7.76M 0.21%
82,557
-6,655
74
$7.67M 0.21%
91,158
-3,668
75
$7.59M 0.21%
187,495
-4,030
1 2
3
4 5