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
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$13.6M
3
+$11.2M
4
NVDA icon
NVIDIA
NVDA
+$10.6M
5
VEEV icon
Veeva Systems
VEEV
+$9.69M

Top Sells

1
+$46.9M
2
+$29.1M
3
+$25.6M
4
MSFT icon
Microsoft
MSFT
+$16.2M
5
MA icon
Mastercard
MA
+$11.7M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
126
American Express
AXP
$252B
$1.9M 0.02%
5,366
-15
SNOW icon
127
Snowflake
SNOW
$85.1B
$1.87M 0.02%
7,400
MELI icon
128
Mercado Libre
MELI
$105B
$1.84M 0.02%
856
+16
KKR icon
129
KKR & Co
KKR
$109B
$1.81M 0.02%
15,000
OTIS icon
130
Otis Worldwide
OTIS
$34.6B
$1.78M 0.02%
19,148
-81
ABNB icon
131
Airbnb
ABNB
$70.9B
$1.75M 0.02%
13,707
+13,607
GNRC icon
132
Generac Holdings
GNRC
$8.9B
$1.72M 0.02%
9,080
LIN icon
133
Linde
LIN
$192B
$1.7M 0.01%
3,783
+704
SYY icon
134
Sysco
SYY
$36.5B
$1.69M 0.01%
21,559
+3
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$110B
$1.67M 0.01%
3,950
+3,206
GLW icon
136
Corning
GLW
$72.2B
$1.65M 0.01%
19,278
BDX icon
137
Becton Dickinson
BDX
$55.4B
$1.65M 0.01%
8,832
+3,912
IWD icon
138
iShares Russell 1000 Value ETF
IWD
$67.7B
$1.62M 0.01%
7,920
GIL icon
139
Gildan
GIL
$8.32B
$1.61M 0.01%
+26,530
TDG icon
140
TransDigm Group
TDG
$76.6B
$1.52M 0.01%
1,124
+851
DD icon
141
DuPont de Nemours
DD
$16.7B
$1.47M 0.01%
18,047
-2,465
IWN icon
142
iShares Russell 2000 Value ETF
IWN
$11.8B
$1.43M 0.01%
7,973
GEV icon
143
GE Vernova
GEV
$163B
$1.43M 0.01%
2,398
VUSB icon
144
Vanguard Ultra-Short Bond ETF
VUSB
$6.06B
$1.37M 0.01%
27,460
+4,015
FNF icon
145
Fidelity National Financial
FNF
$16.1B
$1.29M 0.01%
22,752
+20,060
CAT icon
146
Caterpillar
CAT
$269B
$1.26M 0.01%
2,430
-345
FICO icon
147
Fair Isaac
FICO
$42.8B
$1.26M 0.01%
+779
TKR icon
148
Timken Company
TKR
$5.67B
$1.24M 0.01%
16,000
LMT icon
149
Lockheed Martin
LMT
$106B
$1.23M 0.01%
2,514
-25
SHEL icon
150
Shell
SHEL
$211B
$1.21M 0.01%
15,917
-500
4 5
6
7 8