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
1
$183M 5.05%
2,192,300
-13,700
2
$161M 4.45%
5,059,628
-6,570
3
$128M 3.53%
1,805,936
-17,827
4
$124M 3.42%
1,669,479
+21,168
5
$113M 3.13%
1,989,452
+14,862
6
$113M 3.12%
3,826,506
-13,166
7
$105M 2.89%
1,393,904
-37,875
8
$104M 2.88%
1,601,817
-12,684
9
$101M 2.79%
998,335
+14,171
10
$95.6M 2.64%
2,886,168
+28,908
11
$93.3M 2.57%
1,221,938
+11,332
12
$88.3M 2.44%
1,232,897
+19,726
13
$87.4M 2.41%
1,684,555
+27,382
14
$85.3M 2.35%
1,047,279
-55,782
15
$83.4M 2.3%
641,483
+9,253
16
$78.6M 2.17%
936,482
+10,660
17
$72.7M 2.01%
1,596,591
-68,750
18
$72.6M 2%
1,762,532
+77,682
19
$67M 1.85%
3,628,720
+96,200
20
$61.2M 1.69%
668,265
-4,614
21
$59.6M 1.64%
1,179,764
+18,050
22
$56.8M 1.57%
1,481,841
+33,320
23
$56.2M 1.55%
1,501,965
-15,661
24
$52.1M 1.44%
536,539
-9,435
25
$50.4M 1.39%
357,508
-5,660
1
2 3 4 5