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
1
$366M 6.65%
2,090,916
-40,178
2
$210M 3.81%
2,938,017
-49,689
3
$208M 3.79%
1,433,911
+41,418
4
$208M 3.78%
1,291,278
-9,951
5
$202M 3.66%
1,163,247
-14,188
6
$197M 3.59%
4,840,670
-272,994
7
$184M 3.34%
2,116,708
+7,988
8
$158M 2.86%
1,389,254
-19,633
9
$153M 2.78%
975,701
-3,551
10
$148M 2.7%
2,029,643
-30,640
11
$148M 2.69%
1,620,676
+98,873
12
$142M 2.58%
1,762,041
-3,469
13
$126M 2.29%
2,106,753
-12,702
14
$125M 2.27%
1,184,416
-907
15
$122M 2.22%
2,356,480
+29,100
16
$114M 2.07%
2,260,069
-46,973
17
$109M 1.98%
1,219,551
+89,509
18
$104M 1.9%
1,879,810
+7,779
19
$103M 1.87%
1,777,229
-49,423
20
$100M 1.82%
1,397,434
-101,392
21
$93.7M 1.7%
1,444,034
+4,499
22
$88.2M 1.6%
2,102,620
-34,272
23
$77.7M 1.41%
649,862
+10,772
24
$75.3M 1.37%
701,512
-301
25
$70.2M 1.27%
886,220
-67,552
1
2 3 4 5