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
176
$655K 0.01%
4,748
-59,110
177
$654K 0.01%
11,441
+3,984
178
$649K 0.01%
2,362
+60
179
$645K 0.01%
+21,806
180
$638K 0.01%
3,175
+1,310
181
$638K 0.01%
5,206
-1,109
182
$613K 0.01%
14,280
-1,715
183
$606K 0.01%
14,789
184
$604K 0.01%
22,944
185
$594K 0.01%
4,459
-6
186
$592K 0.01%
20,816
-1,893
187
$589K 0.01%
11,915
+146
188
$588K 0.01%
7,285
189
$573K 0.01%
14,430
+820
190
$535K 0.01%
2,348
191
$532K 0.01%
2,000
192
$532K 0.01%
4,885
193
$531K 0.01%
4,790
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194
$516K 0.01%
+20,320
195
$510K 0.01%
9,311
+3,000
196
$489K 0.01%
2,519
197
$485K 0.01%
9,533
198
$464K 0.01%
3,482
+135
199
$461K 0.01%
2,966
200
$460K 0.01%
2,920
-805
6 7
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