LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.41B
AUM Growth
+$521M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$29M
3
+$19.7M
4
EOG icon
EOG Resources
EOG
+$10.1M
5
CRM icon
Salesforce
CRM
+$8.9M

Top Sells

1
+$38M
2
+$14.7M
3
+$8.34M
4
OXY icon
Occidental Petroleum
OXY
+$8.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.87M

Sector Composition

1 Technology 33.06%
2 Healthcare 16.35%
3 Financials 12.01%
4 Consumer Discretionary 10.86%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K ﹤0.01%
7,000
227
$317K ﹤0.01%
1,370
228
$311K ﹤0.01%
5,075
229
$305K ﹤0.01%
2,734
+1,588
230
$303K ﹤0.01%
2,000
-19
231
$303K ﹤0.01%
3,300
232
$301K ﹤0.01%
3,245
-9,640
233
$301K ﹤0.01%
2,887
+171
234
$298K ﹤0.01%
789
-274
235
$297K ﹤0.01%
15,700
236
$296K ﹤0.01%
5,962
237
$294K ﹤0.01%
8,429
-865
238
$287K ﹤0.01%
1,198
+6
239
$286K ﹤0.01%
13,897
240
$284K ﹤0.01%
3,558
-290
241
$280K ﹤0.01%
3,100
+400
242
$271K ﹤0.01%
+4,820
243
$270K ﹤0.01%
3,330
244
$265K ﹤0.01%
1,400
245
$261K ﹤0.01%
+2,590
246
$259K ﹤0.01%
8,180
247
$258K ﹤0.01%
5,928
-2,360
248
$253K ﹤0.01%
7,500
249
$253K ﹤0.01%
15,100
250
$251K ﹤0.01%
4,466
-1,000
8 9
10
11 12