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
251
$293K ﹤0.01%
4,316
+200
252
$291K ﹤0.01%
25,992
+540
253
$283K ﹤0.01%
1,020
+170
254
$281K ﹤0.01%
4,208
255
$275K ﹤0.01%
2,109
256
$273K ﹤0.01%
1,837
-236
257
$272K ﹤0.01%
6,250
258
$264K ﹤0.01%
1,496
259
$264K ﹤0.01%
1,649
-415
260
$261K ﹤0.01%
4,340
261
$260K ﹤0.01%
850
262
$252K ﹤0.01%
3,350
263
$250K ﹤0.01%
3,695
264
$250K ﹤0.01%
15,536
265
$247K ﹤0.01%
6,780
-985
266
$245K ﹤0.01%
2,112
267
$240K ﹤0.01%
5,105
268
$235K ﹤0.01%
15,000
269
$234K ﹤0.01%
13,005
270
$232K ﹤0.01%
6,536
-300
271
$231K ﹤0.01%
7,864
272
$230K ﹤0.01%
4,104
-60
273
$229K ﹤0.01%
1,000
274
$217K ﹤0.01%
2,259
275
$217K ﹤0.01%
1,967
9 10
11
12 13