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
301
$171K ﹤0.01%
2,034
302
$170K ﹤0.01%
10,000
303
$165K ﹤0.01%
1,822
304
$160K ﹤0.01%
1,950
305
$160K ﹤0.01%
1,988
306
$151K ﹤0.01%
1,570
307
$150K ﹤0.01%
725
308
$149K ﹤0.01%
7,950
309
$147K ﹤0.01%
380
-20
310
$146K ﹤0.01%
3,021
311
$145K ﹤0.01%
3,000
312
$144K ﹤0.01%
5,399
313
$141K ﹤0.01%
860
-776
314
$141K ﹤0.01%
5,000
315
$139K ﹤0.01%
4,223
+2,780
316
$138K ﹤0.01%
3,000
317
$136K ﹤0.01%
1,571
-642
318
$135K ﹤0.01%
2,500
319
$134K ﹤0.01%
1,982
320
$134K ﹤0.01%
1,941
321
$130K ﹤0.01%
611
-5
322
$129K ﹤0.01%
843
323
$128K ﹤0.01%
3,120
324
$124K ﹤0.01%
383
325
$124K ﹤0.01%
2,600
11 12
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