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
476
$31K ﹤0.01%
1,000
477
$31K ﹤0.01%
+2,628
478
$30K ﹤0.01%
350
479
$30K ﹤0.01%
222
-4
480
$30K ﹤0.01%
2,500
+157
481
$29K ﹤0.01%
6,200
-9,000
482
$29K ﹤0.01%
345
+275
483
$29K ﹤0.01%
500
484
$29K ﹤0.01%
660
-317
485
$29K ﹤0.01%
1,000
+600
486
$29K ﹤0.01%
215
487
$29K ﹤0.01%
675
488
$28K ﹤0.01%
600
489
$28K ﹤0.01%
550
490
$28K ﹤0.01%
+550
491
$28K ﹤0.01%
1,500
492
$28K ﹤0.01%
500
493
$28K ﹤0.01%
300
494
$28K ﹤0.01%
525
495
$27K ﹤0.01%
825
496
$27K ﹤0.01%
2,500
497
$27K ﹤0.01%
1,300
498
$27K ﹤0.01%
457
499
$27K ﹤0.01%
500
500
$27K ﹤0.01%
1,475
18 19
20
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