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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.41M 0.09%
55,228
+989
102
$3.27M 0.09%
69,950
103
$2.9M 0.08%
24,509
+48
104
$2.88M 0.08%
31,070
+605
105
$2.76M 0.08%
30,584
-5,193
106
$2.69M 0.07%
18,055
+53
107
$2.47M 0.07%
21,238
-731
108
$2.38M 0.07%
44,985
109
$2.37M 0.07%
8,466
+167
110
$2.34M 0.06%
90,006
-1,446
111
$2.3M 0.06%
50,664
+740
112
$2.23M 0.06%
31,327
+1,400
113
$2.08M 0.06%
71,570
+10,402
114
$2.04M 0.06%
47,727
-53,523
115
$2.02M 0.06%
135,312
-600
116
$1.85M 0.05%
35,430
-25
117
$1.71M 0.05%
85,800
-12,140
118
$1.67M 0.05%
25,833
119
$1.62M 0.04%
18,450
-9,850
120
$1.62M 0.04%
27,585
-2,080
121
$1.6M 0.04%
33,080
-2,875
122
$1.6M 0.04%
37,115
-320
123
$1.59M 0.04%
21,492
124
$1.56M 0.04%
34,199
-7,806
125
$1.55M 0.04%
37,175
+6,088
3 4
5
6 7