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
201
$449K 0.01%
5,176
202
$443K 0.01%
2,607
+27
203
$439K 0.01%
4,506
+600
204
$438K 0.01%
12,575
-12,174
205
$437K 0.01%
3,821
206
$434K 0.01%
10,103
207
$430K 0.01%
6,750
208
$427K 0.01%
16,885
-1,046
209
$424K 0.01%
2,172
-125
210
$421K 0.01%
3,460
+42
211
$419K 0.01%
8,210
+3,085
212
$411K 0.01%
24,766
-3,119
213
$406K 0.01%
24,900
214
$402K 0.01%
1,063
-50
215
$401K 0.01%
1,642
+510
216
$372K 0.01%
9,000
-1,000
217
$364K 0.01%
4,708
-130
218
$352K 0.01%
23,595
+2,385
219
$344K 0.01%
1,800
220
$341K 0.01%
+5,502
221
$331K ﹤0.01%
705
-195
222
$319K ﹤0.01%
5,466
223
$316K ﹤0.01%
2,741
-79
224
$314K ﹤0.01%
4,477
+1,740
225
$312K ﹤0.01%
618
+16
7 8
9
10 11