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
$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
1
$769M 7.65%
1,918,608
-23,827
2
$689M 6.84%
1,507,779
-43,383
3
$581M 5.77%
952,530
-14,398
4
$468M 4.65%
2,991,764
-30,001
5
$433M 4.3%
2,910,226
-70,556
6
$399M 3.96%
1,216,881
-23,078
7
$396M 3.94%
1,678,071
-15,515
8
$370M 3.67%
2,086,219
-26,653
9
$289M 2.88%
527,535
-7,386
10
$268M 2.66%
573,095
+3,020
11
$259M 2.57%
1,560,618
-15,342
12
$252M 2.5%
1,460,266
-13,014
13
$232M 2.3%
2,461,092
-70,731
14
$219M 2.18%
1,001,678
-21,095
15
$217M 2.16%
300,807
-6,877
16
$200M 1.99%
1,492,573
-1,245
17
$200M 1.99%
866,068
-295
18
$190M 1.89%
1,470,454
-1,362
19
$187M 1.86%
1,745,774
-12,237
20
$182M 1.81%
977,055
+71,272
21
$182M 1.81%
254,152
-595
22
$162M 1.61%
658,117
-8,784
23
$161M 1.6%
591,825
-23,056
24
$144M 1.43%
1,361,686
-24,861
25
$128M 1.28%
238,234
-6,130
1
2 3 4 5