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
151
$980K 0.01%
283
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152
$963K 0.01%
19,912
-5,410
153
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16,534
154
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155
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157
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715
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161
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163
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165
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5,354
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166
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167
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1,601
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173
$734K 0.01%
4,671
-1,616
174
$724K 0.01%
2,341
175
$724K 0.01%
4,510
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