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
26
$93.4M 1.26%
922,135
+5,364
27
$93.3M 1.26%
573,967
+54,736
28
$86.9M 1.17%
2,743,080
+30,540
29
$82.2M 1.11%
426,099
-7,573
30
$72.1M 0.97%
221,899
-51
31
$65.5M 0.88%
319,224
+2,947
32
$64.6M 0.87%
516,840
-4,232
33
$62.4M 0.84%
427,862
-53,983
34
$61.3M 0.83%
173,093
+55,660
35
$55.5M 0.75%
253,913
+8,575
36
$49.8M 0.67%
713,045
-17,441
37
$48.6M 0.66%
214,746
-1,429
38
$46.2M 0.62%
542,957
-8,556
39
$45.6M 0.62%
252,040
-112
40
$43.3M 0.59%
1,051,691
-196,292
41
$42.6M 0.57%
883,564
-788,605
42
$42.2M 0.57%
1,288,122
-44,415
43
$38.3M 0.52%
146,549
+465
44
$36.4M 0.49%
385,857
-30,846
45
$35.1M 0.47%
509,655
-42,823
46
$33.8M 0.46%
282,553
-6,645
47
$31.8M 0.43%
1,222,260
+1,115,390
48
$29.7M 0.4%
217,491
-1,806
49
$29.7M 0.4%
203,895
-871
50
$29.6M 0.4%
140,528
+35
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