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
$7.69B
AUM Growth
-$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$4.88M
3
+$4.82M
4
EOG icon
EOG Resources
EOG
+$3.99M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.95M

Top Sells

1
+$20.1M
2
+$16M
3
+$11.9M
4
CRM icon
Salesforce
CRM
+$5.48M
5
TREX icon
Trex
TREX
+$5.12M

Sector Composition

1 Technology 34.09%
2 Healthcare 20.74%
3 Financials 10.64%
4 Consumer Discretionary 10.37%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$352K ﹤0.01%
9,925
227
$352K ﹤0.01%
21,345
-1,420
228
$350K ﹤0.01%
2,418
-28
229
$350K ﹤0.01%
5,700
230
$343K ﹤0.01%
4,740
-400
231
$342K ﹤0.01%
8,044
232
$341K ﹤0.01%
3,902
233
$340K ﹤0.01%
3,775
234
$340K ﹤0.01%
4,152
-48
235
$338K ﹤0.01%
6,233
+1,265
236
$336K ﹤0.01%
3,722
-140
237
$336K ﹤0.01%
9,030
+1,095
238
$334K ﹤0.01%
7,000
-9
239
$332K ﹤0.01%
1,155
-160
240
$330K ﹤0.01%
14,919
241
$326K ﹤0.01%
11,423
-2
242
$326K ﹤0.01%
28,374
-5,527
243
$320K ﹤0.01%
3,013
-264
244
$319K ﹤0.01%
3,554
245
$307K ﹤0.01%
1,200
246
$305K ﹤0.01%
12,369
+325
247
$304K ﹤0.01%
1,037
248
$303K ﹤0.01%
2,552
-380
249
$299K ﹤0.01%
17,938
250
$293K ﹤0.01%
11,769
-1,440
8 9
10
11 12