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
451
$36K ﹤0.01%
1,068
-53
452
$36K ﹤0.01%
300
453
$36K ﹤0.01%
1,000
-31
454
$36K ﹤0.01%
400
455
$36K ﹤0.01%
1,102
456
$35K ﹤0.01%
916
457
$34K ﹤0.01%
300
458
$34K ﹤0.01%
424
459
$34K ﹤0.01%
250
460
$34K ﹤0.01%
292
-80
461
$34K ﹤0.01%
323
462
$34K ﹤0.01%
101
463
$33K ﹤0.01%
768
464
$33K ﹤0.01%
3,930
465
$33K ﹤0.01%
350
466
$31K ﹤0.01%
388
-91
467
$29K ﹤0.01%
240
468
$29K ﹤0.01%
215
469
$29K ﹤0.01%
80
470
$29K ﹤0.01%
515
471
$28K ﹤0.01%
817
472
$28K ﹤0.01%
500
473
$25K ﹤0.01%
432
474
$25K ﹤0.01%
240
475
$25K ﹤0.01%
312
-6
17 18
19
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