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
576
$11K ﹤0.01%
257
577
$11K ﹤0.01%
75
578
$10K ﹤0.01%
200
579
$10K ﹤0.01%
+91
580
$10K ﹤0.01%
84
581
$10K ﹤0.01%
562
-5
582
$9K ﹤0.01%
91
583
$9K ﹤0.01%
161
584
$9K ﹤0.01%
1,000
585
$9K ﹤0.01%
4,500
586
$9K ﹤0.01%
245
587
$8K ﹤0.01%
100
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588
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+125
589
$8K ﹤0.01%
255
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$8K ﹤0.01%
53
591
$8K ﹤0.01%
500
592
$8K ﹤0.01%
90
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$8K ﹤0.01%
84
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266
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595
$7K ﹤0.01%
+156
596
$7K ﹤0.01%
46
597
$6K ﹤0.01%
200
598
$6K ﹤0.01%
225
599
$6K ﹤0.01%
178
-90
600
$6K ﹤0.01%
+75
22 23
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