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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.54M 0.06%
59,788
-4,100
102
$3.38M 0.06%
79,208
-7,240
103
$3.37M 0.06%
31,136
-1,775
104
$3.23M 0.06%
58,713
-580
105
$3.22M 0.06%
108,501
+207
106
$3.11M 0.06%
57,845
-46,918
107
$3.09M 0.06%
68,670
-3,391
108
$2.92M 0.05%
21,545
-625
109
$2.91M 0.05%
8,864
-100
110
$2.89M 0.05%
55,202
-560
111
$2.87M 0.05%
21,315
-25
112
$2.67M 0.05%
14,750
113
$2.61M 0.05%
82,951
-47,380
114
$2.61M 0.05%
19,065
115
$2.46M 0.04%
45,308
-10,767
116
$2.34M 0.04%
43,922
-60
117
$2.32M 0.04%
8,473
-50
118
$2.29M 0.04%
67,855
-6,589
119
$2.23M 0.04%
15,198
-1,064
120
$2.22M 0.04%
31,804
+2,123
121
$2.21M 0.04%
14,252
+24
122
$2.14M 0.04%
33,800
-875
123
$2.1M 0.04%
19,156
-46
124
$2.05M 0.04%
32,145
125
$1.99M 0.04%
31,958
-780
3 4
5
6 7