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
326
$123K ﹤0.01%
3,424
327
$122K ﹤0.01%
250
328
$122K ﹤0.01%
1,200
329
$121K ﹤0.01%
7,000
330
$121K ﹤0.01%
2,127
331
$120K ﹤0.01%
2,889
332
$120K ﹤0.01%
3,269
333
$120K ﹤0.01%
8,000
334
$118K ﹤0.01%
4,680
335
$117K ﹤0.01%
399
-4
336
$116K ﹤0.01%
4,137
337
$115K ﹤0.01%
1,452
338
$114K ﹤0.01%
395
339
$114K ﹤0.01%
4,000
-800
340
$113K ﹤0.01%
8,800
341
$112K ﹤0.01%
368
342
$111K ﹤0.01%
2,055
343
$109K ﹤0.01%
462
344
$108K ﹤0.01%
3,600
345
$108K ﹤0.01%
1,500
346
$106K ﹤0.01%
3,768
347
$103K ﹤0.01%
825
-64
348
$102K ﹤0.01%
865
-2
349
$102K ﹤0.01%
1,437
350
$99K ﹤0.01%
445
12 13
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