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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.36M 0.2%
104,217
+1,202
77
$7.29M 0.2%
129,886
-30,079
78
$7.27M 0.2%
177,451
-845
79
$7.22M 0.2%
85,974
+6,684
80
$7.17M 0.2%
57,371
-67
81
$7.02M 0.19%
203,672
-16,500
82
$6.63M 0.18%
57,383
+1,655
83
$6.61M 0.18%
56,347
-22
84
$6.53M 0.18%
85,409
+14,769
85
$5.99M 0.17%
131,487
-7,277
86
$5.91M 0.16%
497,388
+4,152
87
$5.66M 0.16%
107,255
-2,720
88
$5.57M 0.15%
262,222
89
$5.4M 0.15%
46,520
90
$5.06M 0.14%
88,581
-171,884
91
$5.06M 0.14%
178,338
-2,482
92
$4.93M 0.14%
85,877
-18,061
93
$4.8M 0.13%
213,836
-54,670
94
$4.37M 0.12%
91,533
+1,000
95
$4.03M 0.11%
50,165
-6,550
96
$3.91M 0.11%
149,016
-1,536
97
$3.9M 0.11%
84,980
-4,360
98
$3.8M 0.1%
64,951
+4,711
99
$3.69M 0.1%
55,048
+2,296
100
$3.64M 0.1%
72,988
2 3
4
5 6