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
26
$91.1M 1.18%
253,229
+862
27
$90.5M 1.18%
1,088,246
-11,647
28
$86.7M 1.13%
1,029,173
-47,724
29
$81M 1.05%
980,202
+13,709
30
$78.4M 1.02%
910,737
-138,441
31
$71.3M 0.93%
258,268
-1,475
32
$62.5M 0.81%
344,898
-6,431
33
$59M 0.77%
361,466
-304
34
$57.4M 0.75%
454,754
-2,045
35
$57.1M 0.74%
420,535
-13,837
36
$56.4M 0.73%
597,509
-169,872
37
$54.8M 0.71%
291,891
-456
38
$54.1M 0.7%
425,836
+38,439
39
$49.9M 0.65%
153,079
+398
40
$48.4M 0.63%
233,525
+23,279
41
$46.2M 0.6%
172,889
+1,828
42
$42.7M 0.56%
219,045
+5,967
43
$41.2M 0.54%
252,575
-1,740
44
$39.6M 0.52%
477,222
+1,350
45
$38.2M 0.5%
1,308,306
-153,066
46
$38.1M 0.5%
442,951
-962
47
$38.1M 0.49%
263,654
+26,091
48
$37.1M 0.48%
425,456
-1,838
49
$37.1M 0.48%
790,650
+4,305
50
$30.1M 0.39%
266,487
+26
1
2
3 4 5