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
376
$72K ﹤0.01%
1,822
377
$72K ﹤0.01%
6,352
378
$71K ﹤0.01%
3,032
-480
379
$70K ﹤0.01%
1,595
380
$68K ﹤0.01%
500
381
$68K ﹤0.01%
5,709
382
$67K ﹤0.01%
450
383
$66K ﹤0.01%
1,061
384
$65K ﹤0.01%
2,145
385
$63K ﹤0.01%
353
-30
386
$62K ﹤0.01%
1,485
387
$61K ﹤0.01%
356
-5
388
$61K ﹤0.01%
657
389
$61K ﹤0.01%
1,182
390
$60K ﹤0.01%
+9,830
391
$60K ﹤0.01%
800
-460
392
$59K ﹤0.01%
2,500
-800
393
$58K ﹤0.01%
1,400
-600
394
$57K ﹤0.01%
725
395
$56K ﹤0.01%
500
396
$56K ﹤0.01%
115
397
$56K ﹤0.01%
200
398
$56K ﹤0.01%
918
399
$55K ﹤0.01%
1,918
-2,637
400
$55K ﹤0.01%
3,989
14 15
16
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