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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.8M 0.49%
312,495
-30,429
52
$26.5M 0.48%
511,340
-15,820
53
$26.2M 0.47%
207,317
-5
54
$26M 0.47%
235,577
-6,193
55
$23.3M 0.42%
135,614
+3,314
56
$22.9M 0.42%
349,972
-2,130
57
$20M 0.36%
141,990
+568
58
$18.9M 0.34%
97,180
-226
59
$18M 0.33%
216,305
-3,678
60
$14.6M 0.26%
69,544
+315
61
$13.9M 0.25%
74,720
+5,035
62
$13.7M 0.25%
317,934
-19,818
63
$12M 0.22%
210,264
-983
64
$11.7M 0.21%
155,278
-60,369
65
$11.5M 0.21%
224,820
+7,752
66
$10.4M 0.19%
345,781
+3,845
67
$9.89M 0.18%
61,324
+28,525
68
$9.83M 0.18%
155,877
-233
69
$9.74M 0.18%
142,494
+4,431
70
$9.63M 0.17%
110,807
+3,902
71
$9.3M 0.17%
100,938
+1,309
72
$9.08M 0.16%
56,986
+3,750
73
$8.87M 0.16%
189,010
+2,599
74
$8.52M 0.15%
258,836
-18,418
75
$8.37M 0.15%
133,496
-20,439
1 2
3
4 5