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
551
$17K ﹤0.01%
80
552
$17K ﹤0.01%
92
553
$17K ﹤0.01%
820
554
$17K ﹤0.01%
210
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$16K ﹤0.01%
536
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556
$16K ﹤0.01%
+1,206
557
$16K ﹤0.01%
1,405
558
$16K ﹤0.01%
6,400
+2,880
559
$16K ﹤0.01%
2,000
560
$15K ﹤0.01%
450
561
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562
$15K ﹤0.01%
100
563
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250
565
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566
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567
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570
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1,000
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46
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100
574
$11K ﹤0.01%
225
575
$11K ﹤0.01%
257
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24 25