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
451
$36K ﹤0.01%
1,000
452
$36K ﹤0.01%
2,000
453
$36K ﹤0.01%
375
454
$35K ﹤0.01%
625
455
$35K ﹤0.01%
600
456
$35K ﹤0.01%
308
+100
457
$34K ﹤0.01%
1,100
458
$34K ﹤0.01%
825
459
$34K ﹤0.01%
926
460
$34K ﹤0.01%
150
-20
461
$34K ﹤0.01%
2,000
462
$33K ﹤0.01%
3,500
463
$33K ﹤0.01%
29
464
$33K ﹤0.01%
+2,750
465
$33K ﹤0.01%
595
-550
466
$33K ﹤0.01%
+250
467
$33K ﹤0.01%
200
468
$33K ﹤0.01%
225
-6
469
$33K ﹤0.01%
900
470
$32K ﹤0.01%
551
471
$32K ﹤0.01%
258
-3
472
$32K ﹤0.01%
625
473
$32K ﹤0.01%
1,900
474
$31K ﹤0.01%
308
-13
475
$31K ﹤0.01%
500
17 18
19
20 21