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
376
$79K ﹤0.01%
2,181
-116
377
$79K ﹤0.01%
750
378
$79K ﹤0.01%
1,520
379
$79K ﹤0.01%
1,355
380
$78K ﹤0.01%
1,207
381
– –
0
382
$77K ﹤0.01%
390
-6
383
$76K ﹤0.01%
360
+200
384
$76K ﹤0.01%
5,500
385
$73K ﹤0.01%
398
386
$70K ﹤0.01%
455
+400
387
$69K ﹤0.01%
1,639
-4
388
$68K ﹤0.01%
950
389
$67K ﹤0.01%
3,093
390
– –
0
391
$64K ﹤0.01%
1,000
392
$64K ﹤0.01%
1,143
393
$63K ﹤0.01%
+600
394
$63K ﹤0.01%
663
-77
395
$63K ﹤0.01%
2,500
396
$63K ﹤0.01%
1,420
397
$63K ﹤0.01%
8,000
398
$61K ﹤0.01%
500
399
$61K ﹤0.01%
1,200
+500
400
$60K ﹤0.01%
+1,004
14 15
16
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