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
651
$2K ﹤0.01%
4
652
$2K ﹤0.01%
54
+19
653
$2K ﹤0.01%
+50
654
$2K ﹤0.01%
25
655
$2K ﹤0.01%
160
656
$2K ﹤0.01%
14
657
$2K ﹤0.01%
+100
658
$2K ﹤0.01%
417
659
$2K ﹤0.01%
+50
660
$1K ﹤0.01%
12
661
$1K ﹤0.01%
60
-8
662
$1K ﹤0.01%
32
663
$1K ﹤0.01%
27
664
$1K ﹤0.01%
3,000
665
$1K ﹤0.01%
12
666
$1K ﹤0.01%
100
667
$1K ﹤0.01%
22
668
$1K ﹤0.01%
15
-435
669
$1K ﹤0.01%
13
670
$1K ﹤0.01%
21
671
– –
-4
672
– –
-2,750
673
– –
-5,605
674
– –
-37
675
– –
-151
25 26
27
28 29