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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
76
Walmart
WMT
$881B
$7.72M 0.07%
72,200
-9,861
SPY icon
77
SPDR S&P 500 ETF Trust
SPY
$700B
$7.4M 0.07%
11,020
-45
VTI icon
78
Vanguard Total Stock Market ETF
VTI
$565B
$6.5M 0.06%
19,636
-1,500
CL icon
79
Colgate-Palmolive
CL
$64.8B
$6.48M 0.06%
82,611
+17,485
NVO icon
80
Novo Nordisk
NVO
$219B
$5.96M 0.05%
112,021
-6,219
CTAS icon
81
Cintas
CTAS
$74.8B
$5.46M 0.05%
28,374
-65
DIS icon
82
Walt Disney
DIS
$187B
$5.45M 0.05%
48,224
+6,640
DE icon
83
Deere & Co
DE
$126B
$5.41M 0.05%
11,518
+45
APD icon
84
Air Products & Chemicals
APD
$58.1B
$5.32M 0.05%
20,875
-320
ISRG icon
85
Intuitive Surgical
ISRG
$203B
$5.15M 0.05%
9,341
+2,440
COP icon
86
ConocoPhillips
COP
$110B
$4.94M 0.04%
54,798
-1,579
NEE icon
87
NextEra Energy
NEE
$180B
$4.48M 0.04%
53,817
-1,355
HON icon
88
Honeywell
HON
$122B
$4.4M 0.04%
19,922
-1,226
GE icon
89
GE Aerospace
GE
$315B
$4.34M 0.04%
14,151
-135
NSC icon
90
Norfolk Southern
NSC
$65.5B
$4.3M 0.04%
15,138
-63
SPGI icon
91
S&P Global
SPGI
$151B
$4.27M 0.04%
8,850
+3,589
ZTS icon
92
Zoetis
ZTS
$56.5B
$4.14M 0.04%
28,288
-1,349
NFLX icon
93
Netflix
NFLX
$456B
$3.89M 0.03%
34,910
+22,120
IBM icon
94
IBM
IBM
$288B
$3.87M 0.03%
13,571
PAYX icon
95
Paychex
PAYX
$40.2B
$3.6M 0.03%
28,852
-1,010
CSCO icon
96
Cisco
CSCO
$304B
$3.58M 0.03%
50,964
CB icon
97
Chubb
CB
$117B
$3.55M 0.03%
12,552
+3,590
COF icon
98
Capital One
COF
$139B
$3.54M 0.03%
16,107
-1,594
QQQ icon
99
Invesco QQQ Trust
QQQ
$405B
$3.33M 0.03%
5,455
-10
MS icon
100
Morgan Stanley
MS
$270B
$3.24M 0.03%
20,352
-785
2 3
4
5 6