LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
201
$414K 0.01%
3,875
202
$403K 0.01%
14,683
203
$395K 0.01%
4,680
-320
204
$393K 0.01%
9,815
205
$392K 0.01%
3,784
+500
206
$391K 0.01%
4,215
-305
207
$386K 0.01%
3,000
208
$384K 0.01%
30,227
-775
209
$384K 0.01%
19,424
210
$381K 0.01%
9,185
-880
211
$374K 0.01%
4,289
+498
212
$372K 0.01%
7,525
+2,430
213
$367K 0.01%
3,082
+707
214
$358K 0.01%
1,652
+352
215
$350K 0.01%
5,406
+209
216
$346K 0.01%
8,695
-496
217
$340K 0.01%
39,675
218
$337K 0.01%
6,675
219
$332K 0.01%
31,150
220
$331K 0.01%
3,652
+307
221
$327K 0.01%
4,737
+1,800
222
$322K 0.01%
6,666
223
$319K 0.01%
+6,641
224
$318K 0.01%
+4,525
225
$300K 0.01%
2,600
7 8
9
10 11