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
276
$189K ﹤0.01%
+8,044
277
$187K ﹤0.01%
3,528
-1,576
278
$186K ﹤0.01%
1,550
279
$185K ﹤0.01%
844
280
$185K ﹤0.01%
2,000
281
$184K ﹤0.01%
1,825
282
$183K ﹤0.01%
3,265
283
$180K ﹤0.01%
2,505
-15
284
$176K ﹤0.01%
3,295
285
$174K ﹤0.01%
1,548
286
$173K ﹤0.01%
6,400
287
$171K ﹤0.01%
1,000
288
$170K ﹤0.01%
4,598
289
$168K ﹤0.01%
2,200
290
$167K ﹤0.01%
1,800
291
$167K ﹤0.01%
3,747
-147
292
$164K ﹤0.01%
4,600
293
$159K ﹤0.01%
4,950
294
$157K ﹤0.01%
1,352
-100
295
$153K ﹤0.01%
950
296
$152K ﹤0.01%
1,500
297
$152K ﹤0.01%
2,127
298
$151K ﹤0.01%
2,400
299
$150K ﹤0.01%
1,409
300
$148K ﹤0.01%
1,000
-34
10 11
12
13 14