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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.92M 0.05%
93,986
-3,147
102
$2.9M 0.05%
20,875
+6,125
103
$2.9M 0.05%
19,372
-1,300
104
$2.89M 0.05%
32,390
+21,765
105
$2.81M 0.05%
67,808
+4,180
106
$2.54M 0.05%
8,427
+54
107
$2.52M 0.05%
54,662
-300
108
$2.41M 0.04%
18,500
+14,455
109
$2.29M 0.04%
48,068
+445
110
$2.14M 0.04%
37,660
-458
111
$2.03M 0.04%
6,963
-180
112
$2M 0.04%
8,024
+365
113
$1.99M 0.04%
13,327
-337
114
$1.89M 0.03%
19,631
115
$1.84M 0.03%
30,888
+4,015
116
$1.83M 0.03%
13,225
117
$1.83M 0.03%
38,229
-55
118
$1.8M 0.03%
46,157
-6,299
119
$1.65M 0.03%
119,157
+7,505
120
$1.65M 0.03%
10,302
-63
121
$1.64M 0.03%
15,048
+686
122
$1.61M 0.03%
19,185
+3,680
123
$1.61M 0.03%
55,785
-2,928
124
$1.57M 0.03%
26,902
125
$1.54M 0.03%
29,590
-2,264
3 4
5
6 7