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
151
$1.23M 0.02%
10,530
-719
152
$1.22M 0.02%
5,287
+122
153
$1.19M 0.02%
164,008
-1,250
154
$1.18M 0.02%
15,278
+3,410
155
$1.17M 0.02%
11,367
156
$1.14M 0.02%
31,094
+7,880
157
$1.11M 0.02%
8,097
+1,410
158
$1.09M 0.02%
6,808
-1,064
159
$1.08M 0.02%
40,174
-1,340
160
$1.08M 0.02%
3,151
+190
161
$1.02M 0.02%
74,820
-91,940
162
$999K 0.02%
27,300
+5,113
163
$967K 0.02%
18,041
-1,045
164
$956K 0.02%
8,030
165
$953K 0.02%
8,894
166
$951K 0.02%
21,870
-85
167
$936K 0.02%
30,819
+5,735
168
$918K 0.02%
4,605
+590
169
$902K 0.02%
12,992
-16
170
$881K 0.02%
45,132
-3,870
171
$877K 0.02%
12,191
172
$871K 0.02%
52,785
-750
173
$858K 0.02%
38,945
+9,125
174
$855K 0.02%
147,760
+45,440
175
$807K 0.01%
23,044
5 6
7
8 9