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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.94M 0.04%
81,389
-8,695
102
$2.84M 0.04%
1,517
-551
103
$2.82M 0.04%
16,368
-1,355
104
$2.72M 0.04%
29,775
-9,802
105
$2.67M 0.04%
34,448
-8,870
106
$2.61M 0.04%
47,080
+72
107
$2.58M 0.04%
28,824
-2,584
108
$2.5M 0.04%
9,610
+9,602
109
$2.5M 0.04%
6,978
110
$2.34M 0.03%
102,640
111
$2.19M 0.03%
13,192
-100
112
$2.16M 0.03%
45,674
-42
113
$2.15M 0.03%
13,225
114
$2.07M 0.03%
39,464
-5,235
115
$1.99M 0.03%
77,601
+1,153
116
$1.95M 0.03%
8,345
-28
117
$1.91M 0.03%
7,228
+204
118
$1.89M 0.03%
6,439
-32
119
$1.87M 0.03%
29,371
+102
120
$1.85M 0.03%
72,440
-60,884
121
$1.83M 0.03%
119,157
122
$1.81M 0.03%
10,347
+45
123
$1.73M 0.03%
26,509
-218
124
$1.71M 0.02%
40,420
-2,237
125
$1.64M 0.02%
8,773
+2,430
3 4
5
6 7