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
326
$121K ﹤0.01%
802
327
$120K ﹤0.01%
4,675
328
$120K ﹤0.01%
1,851
329
$120K ﹤0.01%
5,510
330
$119K ﹤0.01%
1,625
+367
331
$116K ﹤0.01%
463
332
$115K ﹤0.01%
7,225
-1,250
333
$112K ﹤0.01%
480
+250
334
$111K ﹤0.01%
3,245
335
$110K ﹤0.01%
2,342
336
$109K ﹤0.01%
1,988
+148
337
$108K ﹤0.01%
550
338
$107K ﹤0.01%
1,275
+50
339
$107K ﹤0.01%
1,800
340
$104K ﹤0.01%
1,100
-310
341
$104K ﹤0.01%
5,389
342
$101K ﹤0.01%
2,757
343
$100K ﹤0.01%
1,000
344
$99K ﹤0.01%
204
+200
345
$98K ﹤0.01%
3,510
346
$98K ﹤0.01%
509
347
$98K ﹤0.01%
10,860
348
$97K ﹤0.01%
727
349
$97K ﹤0.01%
1,072
350
$96K ﹤0.01%
1,015
-16
12 13
14
15 16