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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.61M 0.03%
21,330
-500
102
$2.6M 0.03%
18,293
-779
103
$2.56M 0.03%
8,826
-699
104
$2.54M 0.03%
20,301
-135
105
$2.44M 0.02%
13,081
+1,181
106
$2.41M 0.02%
10,309
-674
107
$2.37M 0.02%
16,102
-7,399
108
$2.37M 0.02%
49,216
-7,662
109
$2.27M 0.02%
5,425
110
$2.22M 0.02%
24,130
+133
111
$2.19M 0.02%
12,054
-29
112
$2.19M 0.02%
29,597
-3,667
113
$2.14M 0.02%
27,665
-2,695
114
$2.1M 0.02%
17,547
+429
115
$2.03M 0.02%
4,139
-51
116
$1.97M 0.02%
26,328
-2,050
117
$1.92M 0.02%
73,302
-1,050
118
$1.84M 0.02%
3,138
119
$1.84M 0.02%
8,527
-3,000
120
$1.83M 0.02%
7,270
121
$1.62M 0.02%
3,619
-33
122
$1.61M 0.02%
6,950
-2,234
123
$1.53M 0.02%
26,795
-5,505
124
$1.52M 0.02%
3,301
-45
125
$1.5M 0.01%
8,988
3 4
5
6 7