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
351
$96K ﹤0.01%
574
-230
352
$95K ﹤0.01%
1,520
353
$94K ﹤0.01%
5,385
354
$94K ﹤0.01%
1,931
355
$92K ﹤0.01%
5,076
356
$92K ﹤0.01%
1,553
357
$91K ﹤0.01%
2,666
358
$90K ﹤0.01%
1,000
359
$89K ﹤0.01%
3,120
360
$89K ﹤0.01%
1,335
+835
361
$88K ﹤0.01%
1,444
362
$87K ﹤0.01%
1,820
-5
363
$87K ﹤0.01%
257
+250
364
$87K ﹤0.01%
682
365
$85K ﹤0.01%
679
366
$84K ﹤0.01%
+731
367
$84K ﹤0.01%
475
368
$84K ﹤0.01%
333
+143
369
$83K ﹤0.01%
750
370
$83K ﹤0.01%
3,500
371
$81K ﹤0.01%
384
372
$81K ﹤0.01%
1,000
373
$80K ﹤0.01%
1,075
374
$80K ﹤0.01%
1,107
375
$80K ﹤0.01%
560
+400
13 14
15
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