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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.3M
3
+$14.5M
4
TEL icon
TE Connectivity
TEL
+$11.9M
5
MSFT icon
Microsoft
MSFT
+$9.02M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$8.46M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.44M
5
META icon
Meta Platforms (Facebook)
META
+$7.33M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$490K 0.01%
3,239
202
$486K 0.01%
10,162
-4,089
203
$483K 0.01%
2,000
204
$483K 0.01%
4,385
205
$477K 0.01%
5,945
206
$462K 0.01%
93,140
+24,490
207
$455K 0.01%
6,750
208
$445K 0.01%
7,363
209
$441K 0.01%
2,580
210
$438K 0.01%
10,825
+1,185
211
$429K 0.01%
9,533
212
$425K 0.01%
2,800
+134
213
$416K 0.01%
+3,285
214
– –
0
215
$411K 0.01%
10,000
216
$408K 0.01%
3,903
+290
217
$398K 0.01%
2,469
218
$375K 0.01%
3,418
219
$365K 0.01%
20,565
+1,110
220
$364K 0.01%
16,602
221
$360K 0.01%
2,905
-256
222
$347K 0.01%
4,750
-1,905
223
$347K 0.01%
11,684
-1,612
224
$347K 0.01%
2,019
225
$346K 0.01%
8,990
7 8
9
10 11