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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.04%
13,124
+852
127
$1.47M 0.04%
27,710
128
$1.45M 0.04%
14,052
129
$1.41M 0.04%
15,501
-115
130
$1.38M 0.04%
7,486
+60
131
$1.33M 0.04%
16,492
132
$1.3M 0.04%
26,154
133
$1.29M 0.04%
24,090
+1,490
134
$1.26M 0.03%
22,327
135
$1.25M 0.03%
7
136
$1.22M 0.03%
78,858
+4,858
137
$1.17M 0.03%
22,964
+215
138
$1.16M 0.03%
17,975
-3,375
139
$1.12M 0.03%
7,801
-90
140
$1.12M 0.03%
42,138
+5,425
141
$1.1M 0.03%
7,697
142
$1.1M 0.03%
114,838
143
$1.1M 0.03%
21,460
+250
144
$1.07M 0.03%
20,102
+6,650
145
$1.06M 0.03%
14,121
+1,614
146
$1.02M 0.03%
17,105
-240
147
$970K 0.03%
40,116
148
$970K 0.03%
17,852
+202
149
$968K 0.03%
7,092
+130
150
$955K 0.03%
12,167
-2,962
4 5
6
7 8