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
501
$27K ﹤0.01%
700
502
$27K ﹤0.01%
+500
503
$27K ﹤0.01%
600
+562
504
$26K ﹤0.01%
+1,250
505
$26K ﹤0.01%
175
506
$26K ﹤0.01%
+650
507
$26K ﹤0.01%
88
508
$26K ﹤0.01%
375
509
$25K ﹤0.01%
+1,000
510
$25K ﹤0.01%
+1,750
511
$25K ﹤0.01%
1,100
512
$25K ﹤0.01%
+2,750
513
$25K ﹤0.01%
+2,000
514
$24K ﹤0.01%
+850
515
$24K ﹤0.01%
942
516
$24K ﹤0.01%
300
+273
517
$24K ﹤0.01%
435
518
$24K ﹤0.01%
825
519
$24K ﹤0.01%
300
520
$24K ﹤0.01%
400
521
$23K ﹤0.01%
500
522
$23K ﹤0.01%
+550
523
$23K ﹤0.01%
+600
524
$23K ﹤0.01%
515
525
$23K ﹤0.01%
1,029
-1
19 20
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