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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$20.3M
3
+$9.84M
4
UL icon
Unilever
UL
+$3.2M
5
WOLF icon
Wolfspeed
WOLF
+$1.85M

Top Sells

1
+$11.8M
2
+$10.5M
3
+$9.82M
4
CBT icon
Cabot Corp
CBT
+$8.56M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$615K 0.02%
27,500
177
$593K 0.02%
10,605
178
$592K 0.02%
92,047
-1,681
179
$589K 0.02%
7,422
-356
180
$563K 0.02%
15,953
+180
181
$561K 0.02%
5,605
+3,819
182
$549K 0.02%
12,100
-2,600
183
$542K 0.01%
25,245
184
$534K 0.01%
9,533
-450
185
$528K 0.01%
24,375
+1,200
186
$522K 0.01%
13,594
+3,720
187
$503K 0.01%
5,850
188
$492K 0.01%
8,400
189
$473K 0.01%
11,794
+1,595
190
$469K 0.01%
20,327
+2,481
191
$467K 0.01%
7,548
-4,130
192
$451K 0.01%
7,508
193
$450K 0.01%
15,700
-400
194
$445K 0.01%
6,425
195
$442K 0.01%
4,889
-807
196
$433K 0.01%
36,151
+24,530
197
$431K 0.01%
6,637
198
$418K 0.01%
14,000
199
$415K 0.01%
10,764
200
$414K 0.01%
9,533
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