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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$23.4M
3
+$15.1M
4
CRM icon
Salesforce
CRM
+$12.9M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$26.5M
2
+$24.6M
3
+$14.3M
4
META icon
Meta Platforms (Facebook)
META
+$12.8M
5
CL icon
Colgate-Palmolive
CL
+$12.4M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.64M 0.02%
21,806
-11,144
127
$1.62M 0.02%
55,924
+16,465
128
$1.6M 0.02%
12,153
-610
129
$1.59M 0.02%
5
130
$1.53M 0.02%
19,490
+3,020
131
$1.49M 0.02%
13,158
+4,207
132
$1.48M 0.02%
12,820
133
$1.45M 0.02%
14,481
-1,050
134
$1.4M 0.02%
4,875
135
$1.39M 0.02%
14,506
-50,160
136
$1.35M 0.02%
22,164
-35
137
$1.33M 0.02%
15,285
-1,810
138
$1.3M 0.02%
52,965
+255
139
$1.28M 0.02%
28,163
-41
140
$1.24M 0.02%
18,928
-5,462
141
$1.21M 0.02%
9,783
-1,255
142
$1.18M 0.02%
6,012
-1,746
143
$1.18M 0.02%
24,985
-1,829
144
$1.17M 0.02%
285,480
+4,800
145
$1.16M 0.02%
31,530
-2,750
146
$1.11M 0.02%
6,535
147
$1.06M 0.02%
59,306
+17,123
148
$1.06M 0.02%
10,595
-5,185
149
$1.06M 0.02%
12,100
-750
150
$1.04M 0.02%
6,011
-2
4 5
6
7 8