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
426
$43K ﹤0.01%
919
427
$42K ﹤0.01%
500
428
$42K ﹤0.01%
1,100
429
$42K ﹤0.01%
359
430
$42K ﹤0.01%
2,301
431
$42K ﹤0.01%
10,707
432
$42K ﹤0.01%
325
433
$42K ﹤0.01%
4,928
-31
434
$42K ﹤0.01%
399
435
$41K ﹤0.01%
162
436
$41K ﹤0.01%
+1,527
437
$41K ﹤0.01%
635
438
$41K ﹤0.01%
454
439
$41K ﹤0.01%
625
-1,505
440
$40K ﹤0.01%
3,005
441
$39K ﹤0.01%
700
442
$39K ﹤0.01%
666
443
$38K ﹤0.01%
800
444
$38K ﹤0.01%
2,720
445
$38K ﹤0.01%
480
446
$37K ﹤0.01%
457
447
$37K ﹤0.01%
567
448
$37K ﹤0.01%
350
-75
449
$36K ﹤0.01%
634
450
$36K ﹤0.01%
334
-109
16 17
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19 20