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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.7M 0.14%
67,006
-12,316
77
$7.59M 0.14%
69,817
+1,607
78
$7.44M 0.13%
58,698
+806
79
$7.09M 0.13%
4,118
-1,834
80
$7.02M 0.13%
96,257
+1,736
81
$6.9M 0.12%
27,419
82
$6.81M 0.12%
42,529
-4,463
83
$6.72M 0.12%
141,844
+1,148
84
$6.21M 0.11%
43,822
-550
85
$6.01M 0.11%
379,281
-145,162
86
$5.43M 0.1%
118,326
-3,204
87
$5.24M 0.09%
53,722
-5,004
88
$4.72M 0.09%
72,488
-155
89
$4.55M 0.08%
18,589
-605
90
$4.47M 0.08%
103,155
+2,632
91
$4.16M 0.08%
32,600
+6,051
92
$3.69M 0.07%
59,120
+867
93
$3.57M 0.06%
33,067
+208
94
$3.49M 0.06%
50,128
+6,240
95
$3.48M 0.06%
10,794
+1,755
96
$3.43M 0.06%
22,776
+525
97
$3.4M 0.06%
44,215
-1,521
98
$3.31M 0.06%
78,768
99
$3.19M 0.06%
102,819
+894
100
$2.95M 0.05%
22,325
+4,953
2 3
4
5 6