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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.94M 0.04%
13,225
127
$1.91M 0.03%
16,095
-560
128
$1.89M 0.03%
13,673
+6,604
129
$1.82M 0.03%
112,212
130
$1.79M 0.03%
6
131
$1.77M 0.03%
6,745
+264
132
$1.58M 0.03%
46,343
+51
133
$1.56M 0.03%
32,411
+3,737
134
$1.56M 0.03%
24,050
-183
135
$1.54M 0.03%
19,443
136
$1.54M 0.03%
26,624
-1,058
137
$1.5M 0.03%
7,465
-14,095
138
$1.46M 0.03%
10,000
-1,372
139
$1.45M 0.03%
38,140
-48,884
140
$1.37M 0.02%
13,573
+58
141
$1.36M 0.02%
7,236
-5
142
$1.35M 0.02%
21,279
-1,257
143
$1.33M 0.02%
23,640
144
$1.3M 0.02%
7,090
+645
145
$1.3M 0.02%
42,223
+8,380
146
$1.3M 0.02%
6,011
-28
147
$1.29M 0.02%
15,780
-400
148
$1.28M 0.02%
42,661
-1,326
149
$1.27M 0.02%
13,643
150
$1.26M 0.02%
27,500
-44
4 5
6
7 8