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
151
$1.04M 0.02%
+21,092
152
$1.04M 0.02%
6,499
+1,750
153
$1.03M 0.02%
11,943
+1,416
154
$990K 0.01%
14,832
-620
155
$989K 0.01%
18,875
+1,025
156
$961K 0.01%
12,386
157
$947K 0.01%
18,492
+7,500
158
$928K 0.01%
16,900
159
$921K 0.01%
10,795
160
$916K 0.01%
7,220
161
$895K 0.01%
13,002
162
$884K 0.01%
16,395
163
$880K 0.01%
16,822
-3,955
164
$872K 0.01%
6,353
+1,300
165
$857K 0.01%
16,700
166
$840K 0.01%
1,000
167
$825K 0.01%
7,492
-937
168
$812K 0.01%
2,290
169
$812K 0.01%
10,210
170
$803K 0.01%
8,922
-130
171
$800K 0.01%
11,848
+333
172
$741K 0.01%
17,929
-1,009
173
$739K 0.01%
14,128
-8,075
174
$720K 0.01%
4,888
-2,578
175
$719K 0.01%
18,495
5 6
7
8 9