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
176
$700K 0.01%
10,592
-500
177
$657K 0.01%
16,412
178
$653K 0.01%
10,210
179
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16,260
+2,025
180
$623K 0.01%
16,700
+700
181
$616K 0.01%
30,400
+24,000
182
$615K 0.01%
47,060
-10,000
183
$603K 0.01%
18,170
+15,510
184
$587K 0.01%
12,253
-1,205
185
$579K 0.01%
8,370
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186
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16,019
-5,781
187
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42,183
188
$567K 0.01%
4,853
+1,614
189
$566K 0.01%
1,000
190
$559K 0.01%
15,212
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191
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24,056
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192
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193
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+3,381
194
$528K 0.01%
12,156
-3,380
195
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6,080
-241
196
$509K 0.01%
4,400
197
$502K 0.01%
22,944
198
$493K 0.01%
4,330
+121
199
$477K 0.01%
8,492
+242
200
$473K 0.01%
+6,195
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