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
501
$16K ﹤0.01%
560
502
$16K ﹤0.01%
6,500
503
$15K ﹤0.01%
156
504
$15K ﹤0.01%
1,300
505
$15K ﹤0.01%
200
506
$15K ﹤0.01%
1,449
507
$15K ﹤0.01%
70
508
$14K ﹤0.01%
454
509
$14K ﹤0.01%
1,906
-125
510
$13K ﹤0.01%
926
511
$13K ﹤0.01%
257
512
$13K ﹤0.01%
1,583
-80
513
$13K ﹤0.01%
2,168
514
$13K ﹤0.01%
280
-80
515
$13K ﹤0.01%
180
516
$13K ﹤0.01%
275
517
$13K ﹤0.01%
+12,820
518
$12K ﹤0.01%
2,100
519
$12K ﹤0.01%
600
520
$12K ﹤0.01%
753
521
$12K ﹤0.01%
300
522
$11K ﹤0.01%
+550
523
$11K ﹤0.01%
38
524
$11K ﹤0.01%
157
525
$11K ﹤0.01%
84
19 20
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