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
551
$5K ﹤0.01%
80
-150
552
$5K ﹤0.01%
100
553
$5K ﹤0.01%
45
554
$5K ﹤0.01%
112
555
$4K ﹤0.01%
200
556
$4K ﹤0.01%
70
557
$4K ﹤0.01%
1,000
-13
558
$4K ﹤0.01%
88
559
$4K ﹤0.01%
43
560
$4K ﹤0.01%
95
561
$4K ﹤0.01%
146
562
$4K ﹤0.01%
400
563
$4K ﹤0.01%
165
564
$4K ﹤0.01%
2,205
565
$4K ﹤0.01%
+135
566
$3K ﹤0.01%
135
567
$3K ﹤0.01%
69
568
$3K ﹤0.01%
10
569
$3K ﹤0.01%
200
570
$3K ﹤0.01%
21
571
$3K ﹤0.01%
20
572
$3K ﹤0.01%
50
573
$3K ﹤0.01%
397
574
$3K ﹤0.01%
480
575
$2K ﹤0.01%
1,000
21 22
23
24 25