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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13.3M
3
+$10.1M
4
NVDA icon
NVIDIA
NVDA
+$2.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M

Top Sells

1
+$19.8M
2
+$13.6M
3
+$10.5M
4
PYPL icon
PayPal
PYPL
+$10M
5
MSFT icon
Microsoft
MSFT
+$9.55M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.01%
5,991
-30
127
$1.45M 0.01%
38,387
-1,000
128
$1.41M 0.01%
23,297
129
$1.37M 0.01%
16,000
130
$1.36M 0.01%
7,920
-1,599
131
$1.35M 0.01%
18,658
132
$1.34M 0.01%
5,761
+14
133
$1.33M 0.01%
24,099
-4,534
134
$1.31M 0.01%
8,744
-14
135
$1.26M 0.01%
6,479
136
$1.21M 0.01%
17,419
+87
137
$1.16M 0.01%
8,629
-10,513
138
$1.15M 0.01%
16,196
-403
139
$1.15M 0.01%
2,763
-582
140
$1.12M 0.01%
5,270
141
$1.1M 0.01%
22,362
-10,599
142
$1.09M 0.01%
7,400
143
$1.07M 0.01%
9,000
144
$1.07M 0.01%
5,275
145
$1.03M 0.01%
17,850
-200
146
$1.02M 0.01%
9,271
+26
147
$1.02M 0.01%
745
148
$1.01M 0.01%
3,703
149
$999K 0.01%
9,195
150
$989K 0.01%
24,377
-106
4 5
6
7 8