LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.4B
1-Year Est. Return
11.1%
1 Year Est. Return
+11.1%
AUM
$11.3B
AUM Growth
+$1.04B
(+10%)
Holding
572
Top Buys
| 1 | +$23.6M | |
| 2 | +$13M | |
| 3 | +$10.1M | |
| 4 |
Dick's Sporting Goods
DKS
|
+$9.71M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$8.94M |
Top Sells
| 1 | +$22.9M | |
| 2 | +$12.2M | |
| 3 | +$8.5M | |
| 4 |
Applied Materials
AMAT
|
+$5.05M |
| 5 |
Progressive
PGR
|
+$4.89M |
Sector Composition
| 1 | Technology | 40.61% |
| 2 | Healthcare | 15.23% |
| 3 | Consumer Discretionary | 10.81% |
| 4 | Financials | 10.75% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Walmart
WMT
$818B
| $8.02M | 0.07% |
82,061
-260
|
|
||
77
Eli Lilly
LLY
$827B
| $7.86M | 0.07% |
10,089
+19
|
|
||
78
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.98B
| $7M | 0.06% |
260,427
+7,965
|
|
||
79
SPDR S&P 500 ETF Trust
SPY
$666B
| $6.84M | 0.06% |
11,065
-204
|
|
||
80
Vanguard Total Stock Market ETF
VTI
$547B
| $6.42M | 0.06% |
21,136
-465
|
|
||
81
Cintas
CTAS
$74.4B
| $6.34M | 0.06% |
28,439
-2,550
|
|
||
82
Broadcom
AVGO
$1.65T
| $6.08M | 0.05% |
22,040
|
|
||
83
Air Products & Chemicals
APD
$57.8B
| $5.98M | 0.05% |
21,195
-178
|
|
||
84
Colgate-Palmolive
CL
$63.5B
| $5.92M | 0.05% |
65,126
-882
|
|
||
85
Deere & Co
DE
$126B
| $5.83M | 0.05% |
11,473
+10
|
|
||
86
GoDaddy
GDDY
$17.8B
| $5.44M | 0.05% |
30,186
-370
|
|
||
87
Walt Disney
DIS
$199B
| $5.16M | 0.05% |
41,584
-519
|
|
||
88
ConocoPhillips
COP
$107B
| $5.06M | 0.04% |
56,377
-283
|
|
||
89
Honeywell
HON
$123B
| $4.92M | 0.04% |
21,148
-302
|
|
||
90
Texas Instruments
TXN
$146B
| $4.73M | 0.04% |
22,780
-200
|
|
||
91
Zoetis
ZTS
$53B
| $4.62M | 0.04% |
29,637
-345
|
|
||
92
Cencora
COR
$69.9B
| $4.45M | 0.04% |
14,854
-175
|
|
||
93
Paychex
PAYX
$40.3B
| $4.34M | 0.04% |
29,862
-310
|
|
||
94
Select Medical
SEM
$1.65B
| $4.18M | 0.04% |
275,620
-411
|
|
||
95
PayPal
PYPL
$62B
| $4.08M | 0.04% |
54,876
-52,451
|
|
||
96
IBM
IBM
$286B
| $4M | 0.04% |
13,571
-926
|
|
||
97
Norfolk Southern
NSC
$63.8B
| $3.89M | 0.03% |
15,201
+2
|
|
||
98
NextEra Energy
NEE
$175B
| $3.83M | 0.03% |
55,172
-685
|
|
||
99
Capital One
COF
$138B
| $3.77M | 0.03% |
+17,701
|
|
||
100
Intuitive Surgical
ISRG
$199B
| $3.75M | 0.03% |
6,901
|
|