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
526
$10K ﹤0.01%
+5,000
527
$10K ﹤0.01%
4,482
528
$10K ﹤0.01%
500
529
$9K ﹤0.01%
2,380
-3,338
530
$9K ﹤0.01%
110
531
$9K ﹤0.01%
325
532
$9K ﹤0.01%
651
533
$9K ﹤0.01%
249
-492
534
$8K ﹤0.01%
37
535
$8K ﹤0.01%
550
536
$8K ﹤0.01%
178
537
$8K ﹤0.01%
145
538
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1,256
539
$8K ﹤0.01%
480
540
$7K ﹤0.01%
150
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541
$7K ﹤0.01%
57
542
$7K ﹤0.01%
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543
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545
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546
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-26
548
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549
$6K ﹤0.01%
2,000
550
$6K ﹤0.01%
225
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