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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$19.1M
3
+$18.6M
4
AMZN icon
Amazon
AMZN
+$13M
5
BDX icon
Becton Dickinson
BDX
+$12.2M

Top Sells

1
+$14.8M
2
+$13.3M
3
+$9.62M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TJX icon
TJX Companies
TJX
+$5.11M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.53M 0.03%
5
-1
127
$1.52M 0.03%
30,844
-759
128
$1.45M 0.03%
42,702
-174
129
$1.43M 0.03%
24,325
-1,350
130
$1.43M 0.03%
6,994
-2
131
$1.42M 0.03%
20,505
+8,365
132
$1.34M 0.02%
13,670
133
$1.28M 0.02%
23,799
+375
134
$1.24M 0.02%
15,780
135
$1.23M 0.02%
53,610
+5,175
136
$1.21M 0.02%
40,661
-324,456
137
$1.19M 0.02%
102,640
+1,350
138
$1.18M 0.02%
42,223
139
$1.13M 0.02%
11,843
140
$1.13M 0.02%
7,235
-230
141
$1.1M 0.02%
15,488
142
$1.08M 0.02%
8,326
-9,136
143
$1.05M 0.02%
17,627
-4,452
144
$1.05M 0.02%
6,808
145
$1.03M 0.02%
13,830
+5,050
146
$1.01M 0.02%
15,104
-688
147
$1.01M 0.02%
11,125
+7,540
148
$1M 0.02%
27,678
-51,961
149
$976K 0.02%
4,875
+130
150
$975K 0.02%
6,361
+350
4 5
6
7 8