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
151
$937K 0.02%
31,094
152
$931K 0.02%
10,125
+8,300
153
$911K 0.02%
34,050
154
$904K 0.02%
6,595
-965
155
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5,614
+5,405
156
$895K 0.02%
36,305
-4,195
157
$889K 0.02%
266,480
+56,600
158
$837K 0.02%
4,450
159
$824K 0.01%
16,950
+14,550
160
$816K 0.01%
17,850
+2,063
161
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8,429
162
$803K 0.01%
9,612
-1,105
163
$801K 0.01%
7,220
-180
164
$798K 0.01%
4,749
165
$798K 0.01%
20,954
+2,608
166
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167
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168
$766K 0.01%
8,951
+2,123
169
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2,505
170
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3,933
+106
171
$747K 0.01%
+14,000
172
$742K 0.01%
10,795
-1,000
173
$733K 0.01%
18,250
-2,275
174
$708K 0.01%
12,011
175
$701K 0.01%
13,002
5 6
7
8 9