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
351
$99K ﹤0.01%
2,253
352
$99K ﹤0.01%
2,455
353
$96K ﹤0.01%
457
354
$95K ﹤0.01%
1,000
355
$95K ﹤0.01%
3,238
356
$94K ﹤0.01%
350
357
$93K ﹤0.01%
1,075
358
$92K ﹤0.01%
1,500
359
$91K ﹤0.01%
870
360
$89K ﹤0.01%
1,550
361
$87K ﹤0.01%
500
362
$86K ﹤0.01%
2,000
363
$85K ﹤0.01%
622
364
$84K ﹤0.01%
2,262
-312
365
$83K ﹤0.01%
1,152
366
$83K ﹤0.01%
1,756
367
$82K ﹤0.01%
464
368
$82K ﹤0.01%
1,755
369
$81K ﹤0.01%
1,300
370
$81K ﹤0.01%
410
371
$81K ﹤0.01%
2,666
-744
372
$81K ﹤0.01%
780
373
$78K ﹤0.01%
3,000
374
$77K ﹤0.01%
1,800
375
$77K ﹤0.01%
2,840
13 14
15
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