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
476
$24K ﹤0.01%
262
-10
477
$23K ﹤0.01%
200
478
$23K ﹤0.01%
1,750
479
$23K ﹤0.01%
175
-35
480
$22K ﹤0.01%
77
481
$22K ﹤0.01%
638
482
$22K ﹤0.01%
130
483
$21K ﹤0.01%
1,000
484
$21K ﹤0.01%
46
485
$21K ﹤0.01%
189
486
$20K ﹤0.01%
500
487
$19K ﹤0.01%
256
488
$19K ﹤0.01%
1,500
489
$18K ﹤0.01%
110
490
$18K ﹤0.01%
424
491
$18K ﹤0.01%
250
492
$17K ﹤0.01%
318
493
$17K ﹤0.01%
300
494
$17K ﹤0.01%
+160
495
$17K ﹤0.01%
129
496
$16K ﹤0.01%
269
497
$16K ﹤0.01%
150
498
$16K ﹤0.01%
450
499
$16K ﹤0.01%
+616
500
$16K ﹤0.01%
1,029
18 19
20
21 22