FLC
Francis L. Coolidge Portfolio holdings
AUM
$82.2M
This Quarter Return
+2.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$82.2M
AUM Growth
–
Cap. Flow
+$82.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.04%
Holding
213
New
213
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$4.57M |
| 2 |
3M
MMM
|
$2.52M |
| 3 |
GE Aerospace
GE
|
$2.49M |
| 4 |
Bristol-Myers Squibb
BMY
|
$2.31M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.12% |
| 2 | Industrials | 14.81% |
| 3 | Healthcare | 13.74% |
| 4 | Energy | 13.37% |
| 5 | Financials | 10.18% |
