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
$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
1
$506M 7.36%
1,912,300
-54,046
2
$315M 4.58%
1,539,743
-9,671
3
$271M 3.94%
2,022,692
+49,510
4
$271M 3.94%
1,035,289
-29,582
5
$264M 3.85%
2,085,125
-28,266
6
$260M 3.79%
1,265,933
+940
7
$253M 3.68%
1,214,287
+9,644
8
$248M 3.62%
2,725,666
-23,712
9
$234M 3.41%
4,427,522
-44,621
10
$203M 2.96%
895,713
-4,620
11
$202M 2.94%
1,221,070
-33,873
12
$175M 2.55%
1,891,438
-27,779
13
$174M 2.53%
707,593
+95,255
14
$159M 2.32%
1,895,572
-35,468
15
$156M 2.27%
2,133,251
-34,943
16
$145M 2.11%
2,671,940
+29,560
17
$138M 2%
1,453,520
+389,300
18
$127M 1.85%
1,514,740
-36,993
19
$123M 1.79%
882,606
+107,963
20
$123M 1.79%
1,316,546
+47,628
21
$119M 1.73%
1,920,564
-10,681
22
$116M 1.69%
669,735
+2,278
23
$104M 1.51%
2,101,352
-41,504
24
$97.2M 1.42%
996,054
+93,971
25
$93.2M 1.36%
1,366,922
-38,092
1
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