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
301
$147K ﹤0.01%
3,000
302
$145K ﹤0.01%
2,850
303
$145K ﹤0.01%
3,000
304
$143K ﹤0.01%
333
305
$143K ﹤0.01%
840
306
$139K ﹤0.01%
+5,500
307
$137K ﹤0.01%
725
308
$135K ﹤0.01%
1,588
+400
309
$134K ﹤0.01%
10,413
-12,000
310
$134K ﹤0.01%
1,660
+386
311
$133K ﹤0.01%
2,000
312
$133K ﹤0.01%
2,345
313
$131K ﹤0.01%
6,761
314
$131K ﹤0.01%
7,748
+250
315
$130K ﹤0.01%
1,175
-40
316
$129K ﹤0.01%
2,100
-250
317
$129K ﹤0.01%
1,822
318
$129K ﹤0.01%
+2,850
319
$128K ﹤0.01%
4,085
320
$126K ﹤0.01%
7,950
321
$125K ﹤0.01%
1,900
322
$124K ﹤0.01%
1,590
-1,075
323
$124K ﹤0.01%
910
324
$122K ﹤0.01%
1,200
325
$121K ﹤0.01%
1,045
+1,037
11 12
13
14 15