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
251
$248K ﹤0.01%
2,022
-598
252
$248K ﹤0.01%
1,965
+200
253
$245K ﹤0.01%
1,480
254
$243K ﹤0.01%
6,473
255
$243K ﹤0.01%
1,707
256
$243K ﹤0.01%
2,190
+234
257
$242K ﹤0.01%
9,000
258
$241K ﹤0.01%
480
-175
259
$241K ﹤0.01%
6,240
260
$239K ﹤0.01%
4,320
261
$238K ﹤0.01%
3,240
-22
262
$233K ﹤0.01%
2,025
263
$223K ﹤0.01%
6,805
264
$222K ﹤0.01%
1,140
-240
265
$222K ﹤0.01%
15,536
266
$220K ﹤0.01%
3,082
267
$211K ﹤0.01%
1,994
+1,982
268
$208K ﹤0.01%
2,826
+1
269
$205K ﹤0.01%
12,897
270
$205K ﹤0.01%
3,900
271
$203K ﹤0.01%
1,900
272
$196K ﹤0.01%
6,950
273
$192K ﹤0.01%
329
-449
274
$191K ﹤0.01%
15,000
275
$190K ﹤0.01%
1,373
-140
9 10
11
12 13