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
201
$466K 0.01%
2,000
202
$453K 0.01%
4,885
+50
203
$445K 0.01%
28,885
204
$432K 0.01%
19,470
-570
205
$418K 0.01%
3,447
-190
206
$415K 0.01%
2,443
-62
207
$414K 0.01%
9,533
208
$394K 0.01%
2,941
209
$391K 0.01%
18,118
-8,056
210
$387K 0.01%
6,750
211
$385K 0.01%
2,580
212
$385K 0.01%
3,821
213
$366K 0.01%
3,750
214
$365K 0.01%
930
+335
215
$357K 0.01%
10,103
216
$354K 0.01%
2,235
-320
217
$351K 0.01%
8,453
-2,736
218
$345K 0.01%
4,825
219
$332K 0.01%
10,000
220
$331K 0.01%
7,558
+200
221
$330K 0.01%
2,354
-65
222
$327K 0.01%
6,300
-5,349
223
$326K 0.01%
3,418
224
$311K 0.01%
15,197
-405
225
$292K 0.01%
5,962
+3,012
7 8
9
10 11