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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.1M 0.4%
250,328
-1,462
52
$34.1M 0.34%
182,839
+3,882
53
$33.5M 0.33%
105,658
-2,096
54
$33M 0.33%
119,606
+669
55
$30.8M 0.31%
194,716
-4,036
56
$26.7M 0.27%
288,181
-671
57
$22.9M 0.23%
392,387
-232,805
58
$20M 0.2%
149,569
-690
59
$19.5M 0.19%
44,560
+1,204
60
$19.4M 0.19%
307,637
-158,852
61
$18.7M 0.19%
68,820
-2,036
62
$17.5M 0.17%
33,883
-590
63
$14.3M 0.14%
35,144
+353
64
$12.7M 0.13%
78,158
-456
65
$12.6M 0.12%
57,320
-1,957
66
$11.6M 0.12%
133,302
-52,589
67
$11.3M 0.11%
100,556
-8,567
68
$9.8M 0.1%
58,370
-858
69
$9.42M 0.09%
37,703
-1,889
70
$9.23M 0.09%
48,712
-300
71
$9.1M 0.09%
89,589
-9,979
72
$8M 0.08%
61,856
-570
73
$7.03M 0.07%
116,084
-3,101
74
$6.89M 0.07%
13,797
+4,479
75
$6.69M 0.07%
24,460
+330
1 2
3
4 5