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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.15M 0.1%
101,110
-14,187
77
$7.08M 0.1%
139,056
+294
78
$6.91M 0.1%
19,909
+376
79
$6.68M 0.1%
91,911
-2,573
80
$6.6M 0.1%
40,220
-14,747
81
$6.41M 0.09%
39,553
+2,218
82
$6.21M 0.09%
35,560
+9,263
83
$6.1M 0.09%
53,301
+33,645
84
$5.97M 0.09%
53,360
-239
85
$5.9M 0.09%
107,866
+6,713
86
$5.68M 0.08%
69,081
-1,805
87
$5.27M 0.08%
+458,473
88
$4.93M 0.07%
26,927
-1
89
$4.92M 0.07%
89,941
-19,251
90
$4.54M 0.07%
76,584
-1,084
91
$4.31M 0.06%
28,691
-3,817
92
$3.81M 0.06%
41,197
-265,716
93
$3.79M 0.06%
102,774
-75
94
$3.72M 0.05%
22,701
-75
95
$3.72M 0.05%
10,210
-625
96
$3.64M 0.05%
18,272
-155
97
$3.6M 0.05%
58,964
+1,883
98
$3.41M 0.05%
20,875
99
$3.26M 0.05%
79,339
+18,730
100
$3.19M 0.05%
14,744
-49,850
2 3
4
5 6