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
201
$463K ﹤0.01%
6,013
-200
202
$461K ﹤0.01%
16,512
203
$461K ﹤0.01%
+9,330
204
$457K ﹤0.01%
1,094
205
$457K ﹤0.01%
2,354
206
$456K ﹤0.01%
10,708
207
$450K ﹤0.01%
1,900
208
$449K ﹤0.01%
5,375
209
$445K ﹤0.01%
7,960
210
$442K ﹤0.01%
1,155
211
$438K ﹤0.01%
3,396
212
$436K ﹤0.01%
2,794
213
$435K ﹤0.01%
3,030
214
$433K ﹤0.01%
3,362
215
$412K ﹤0.01%
10,586
216
$411K ﹤0.01%
56,643
217
$397K ﹤0.01%
2,444
218
$385K ﹤0.01%
6,116
219
$383K ﹤0.01%
1,070
+7
220
$377K ﹤0.01%
9,764
+800
221
$370K ﹤0.01%
5,105
222
$360K ﹤0.01%
6,290
223
$355K ﹤0.01%
5,300
224
$346K ﹤0.01%
455
+12
225
$342K ﹤0.01%
3,953
7 8
9
10 11