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
401
$54K ﹤0.01%
600
402
$54K ﹤0.01%
749
403
$54K ﹤0.01%
860
404
$53K ﹤0.01%
615
405
$52K ﹤0.01%
1,300
406
$51K ﹤0.01%
1,004
-342
407
$51K ﹤0.01%
686
408
$51K ﹤0.01%
3,093
409
$51K ﹤0.01%
1,500
410
$51K ﹤0.01%
+1,803
411
$49K ﹤0.01%
615
412
$49K ﹤0.01%
1,144
413
$49K ﹤0.01%
569
414
$48K ﹤0.01%
1,233
415
$48K ﹤0.01%
2,455
416
$48K ﹤0.01%
1,111
417
$47K ﹤0.01%
2,808
-34
418
$46K ﹤0.01%
1,650
419
$46K ﹤0.01%
2,000
420
$45K ﹤0.01%
484
+170
421
$45K ﹤0.01%
419
422
– –
0
423
$45K ﹤0.01%
2,165
+945
424
$45K ﹤0.01%
825
-1,875
425
$44K ﹤0.01%
900
15 16
17
18 19