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
176
$715K 0.01%
12,900
-2,950
177
$706K 0.01%
6,779
-37
178
$697K 0.01%
4,267
+49
179
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4,750
180
$687K 0.01%
9,533
181
$675K 0.01%
7,096
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182
$664K 0.01%
3,694
-665
183
$641K 0.01%
12,650
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184
$634K 0.01%
3,725
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185
$621K 0.01%
19,678
186
$612K 0.01%
6,950
187
$594K 0.01%
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188
$579K 0.01%
4,110
189
$575K 0.01%
8,586
190
$562K 0.01%
10,000
191
$551K 0.01%
11,650
192
$519K 0.01%
3,226
193
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194
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195
$488K ﹤0.01%
946
+36
196
$478K ﹤0.01%
+3,494
197
$477K ﹤0.01%
5,574
-240
198
$470K ﹤0.01%
2,665
199
$467K ﹤0.01%
2,153
200
$467K ﹤0.01%
1,135
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