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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.68M 0.07%
26,980
-1,952
77
$6.38M 0.06%
72,259
-2,435
78
$6.28M 0.06%
247,151
-10,742
79
$5.97M 0.06%
35,896
80
$5.51M 0.05%
23,512
-649
81
$5.31M 0.05%
7,257
-395
82
$5M 0.05%
83,073
-201
83
$4.84M 0.05%
19,784
-25
84
$4.66M 0.05%
23,844
-6,690
85
$4.6M 0.05%
31,605
+2,626
86
$4.6M 0.05%
11,506
+875
87
$3.81M 0.04%
31,408
-1,110
88
$3.74M 0.04%
57,231
+7,751
89
$3.69M 0.04%
22,370
-2,055
90
$3.67M 0.04%
49,207
-15,730
91
$3.29M 0.03%
8,916
+17
92
$3.25M 0.03%
67,487
-4,682
93
$3.22M 0.03%
19,953
94
$3.09M 0.03%
5
95
$2.93M 0.03%
85,012
-2,395
96
$2.86M 0.03%
8,972
-2,675
97
$2.79M 0.03%
5,323
-16
98
$2.73M 0.03%
21,566
-915
99
$2.69M 0.03%
15,328
+68
100
$2.69M 0.03%
182,558
2 3
4
5 6