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
51
$25.7M 0.47%
119,063
+29,085
52
$25.2M 0.46%
509,608
+148
53
$25.1M 0.46%
207,807
-5,481
54
$24.6M 0.45%
157,340
-1,701
55
$22.5M 0.41%
126,046
+10,892
56
$22.3M 0.41%
633,682
-10,887
57
$22.2M 0.4%
144,391
-646
58
$21M 0.38%
376,986
59
$19.3M 0.35%
138,527
+54,405
60
$18.6M 0.34%
579,898
-8,135
61
$18.1M 0.33%
231,998
-5,714
62
$17.3M 0.32%
69,084
63
$16.9M 0.31%
60,052
+51,578
64
$16.8M 0.3%
98,332
+2,027
65
$15.8M 0.29%
158,689
-1,222
66
$14.4M 0.26%
68,265
+1,810
67
$13.2M 0.24%
219,343
-12,911
68
$12.4M 0.23%
224,374
-315
69
$12.2M 0.22%
122,450
+119,451
70
$12.1M 0.22%
76,031
-8,316
71
$11.3M 0.21%
5,450
+102
72
$10.5M 0.19%
110,918
-306
73
$10.5M 0.19%
291,460
-13,890
74
$10.4M 0.19%
372,442
+1,897
75
$10.3M 0.19%
150,379
-68,354
1 2
3
4 5