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
401
$60K ﹤0.01%
2,630
402
$59K ﹤0.01%
+4,317
403
$59K ﹤0.01%
1,089
404
$58K ﹤0.01%
500
405
$58K ﹤0.01%
1,437
406
$56K ﹤0.01%
+4,311
407
$56K ﹤0.01%
1,822
408
$54K ﹤0.01%
410
409
$54K ﹤0.01%
850
-118
410
$53K ﹤0.01%
1,000
411
$53K ﹤0.01%
275
412
$53K ﹤0.01%
461
413
$53K ﹤0.01%
878
414
$53K ﹤0.01%
575
415
$53K ﹤0.01%
1,193
-215
416
$52K ﹤0.01%
919
-930
417
$52K ﹤0.01%
7,569
418
$52K ﹤0.01%
825
419
$51K ﹤0.01%
+567
420
$50K ﹤0.01%
998
421
$49K ﹤0.01%
22,542
422
$48K ﹤0.01%
325
423
$47K ﹤0.01%
390
424
$46K ﹤0.01%
500
-40
425
$45K ﹤0.01%
+800
15 16
17
18 19