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
276
$216K ﹤0.01%
1,001
277
$213K ﹤0.01%
2,027
278
$212K ﹤0.01%
4,362
279
$207K ﹤0.01%
4,900
280
$206K ﹤0.01%
1,205
281
$206K ﹤0.01%
7,179
282
$202K ﹤0.01%
3,312
283
$198K ﹤0.01%
10,000
284
$197K ﹤0.01%
6,473
285
$193K ﹤0.01%
1,048
286
$191K ﹤0.01%
2,998
-209
287
$191K ﹤0.01%
477
288
$189K ﹤0.01%
5,660
289
$189K ﹤0.01%
2,255
+187
290
$189K ﹤0.01%
2,200
291
$186K ﹤0.01%
1,510
292
$185K ﹤0.01%
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293
$184K ﹤0.01%
1,645
294
$184K ﹤0.01%
2,000
295
$180K ﹤0.01%
2,387
296
$179K ﹤0.01%
2,175
297
$177K ﹤0.01%
15,179
298
$173K ﹤0.01%
2,200
299
$172K ﹤0.01%
3,649
300
$171K ﹤0.01%
2,803
-151
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