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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.3M 0.19%
156,573
-5,365
77
$10.2M 0.19%
196,067
-1,969
78
$10.2M 0.19%
219,408
+178,428
79
$10.2M 0.19%
109,955
+508
80
$10.1M 0.18%
55,072
-658
81
$9.64M 0.18%
118,419
-3,247
82
$9.07M 0.16%
57,927
-500
83
$8.04M 0.15%
124,490
-100,327
84
$7.37M 0.13%
64,597
-1,198
85
$7.28M 0.13%
27,419
+7,484
86
$7.24M 0.13%
166,714
-44,888
87
$6.95M 0.13%
51,338
-13,313
88
$6.65M 0.12%
60,441
+3,600
89
$6.31M 0.11%
145,065
-2,710
90
$5.18M 0.09%
84,123
-301
91
$5.04M 0.09%
117,499
-20
92
$4.91M 0.09%
70,381
-1,869
93
$4.91M 0.09%
94,381
-5,061
94
$4.52M 0.08%
62,451
-25,017
95
$4.51M 0.08%
18,772
+12,445
96
$4.39M 0.08%
34,145
-682
97
$4.37M 0.08%
30,307
-4,305
98
$4.22M 0.08%
98,295
-4,655
99
$3.89M 0.07%
22,341
100
$3.61M 0.07%
17,668
-3,045
2 3
4
5 6