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
$5.53B
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
1
$375M 6.79%
1,989,442
-9,814
2
$246M 4.45%
1,552,486
+19,213
3
$214M 3.87%
1,085,912
-14,840
4
$206M 3.73%
2,802,156
-30,735
5
$202M 3.65%
4,511,173
-114,107
6
$199M 3.61%
1,270,963
-3,786
7
$195M 3.52%
2,128,177
+15,483
8
$187M 3.38%
1,838,510
+71,606
9
$167M 3.03%
1,277,102
-22,580
10
$147M 2.67%
1,052,245
+83,676
11
$145M 2.62%
1,999,144
-37,683
12
$144M 2.61%
2,194,813
-50,205
13
$144M 2.6%
1,939,518
-10,808
14
$134M 2.42%
2,558,520
+87,060
15
$119M 2.16%
542,312
+55,579
16
$113M 2.05%
1,786,587
-1,065
17
$109M 1.97%
889,433
+5,795
18
$107M 1.94%
1,227,414
+41,357
19
$103M 1.87%
1,606,197
-19,756
20
$100M 1.81%
1,915,846
+38,533
21
$86.7M 1.57%
656,837
+8,942
22
$82.2M 1.49%
2,084,856
+32,280
23
$81.1M 1.47%
1,432,686
-5,030
24
$75.2M 1.36%
686,184
+31,244
25
$68.8M 1.25%
1,121,467
+109,728
1
2 3 4 5