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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.4M 0.4%
204,762
-1,720
52
$26.1M 0.38%
482,600
-16,700
53
$25.8M 0.38%
150,725
-65,331
54
$25.8M 0.37%
201,710
+66,970
55
$25.7M 0.37%
139,096
-2,601
56
$20.7M 0.3%
271,736
+55,693
57
$20.5M 0.3%
206,780
-8,590
58
$18.9M 0.28%
69,229
59
$16.7M 0.24%
307,178
-12,531
60
$16.5M 0.24%
89,501
-3,057
61
$15.3M 0.22%
247,959
+19,032
62
$15.1M 0.22%
315,464
-1,695
63
$10.8M 0.16%
325,852
-12,664
64
$10.6M 0.15%
108,622
-1,845
65
$9.71M 0.14%
215,172
-36,144
66
$9.13M 0.13%
73,370
+5,260
67
$8.79M 0.13%
183,616
-3,885
68
$8.67M 0.13%
36,309
+2,519
69
$8.46M 0.12%
56,069
-693
70
$8.24M 0.12%
147,008
-1,149
71
$8.16M 0.12%
372,647
+2,481
72
$8.14M 0.12%
35,952
-2,512
73
$7.76M 0.11%
96,942
+2,631
74
$7.71M 0.11%
26,146
-1,723
75
$7.7M 0.11%
53,107
-3,020
1 2
3
4 5