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
51
$29.1M 0.39%
434,740
-9,760
52
$29M 0.39%
235,031
+24,779
53
$27.8M 0.38%
234,137
-49,473
54
$27.7M 0.37%
139,960
-3,612
55
$24.4M 0.33%
276,718
+275
56
$23.2M 0.31%
199,694
-4,107
57
$21.2M 0.29%
88,027
+9,947
58
$21.2M 0.29%
272,121
+5,871
59
$19.3M 0.26%
69,229
60
$18.9M 0.26%
174,634
+30,315
61
$15.1M 0.2%
317,146
+1,239
62
$15M 0.2%
202,535
-43,256
63
$11.2M 0.15%
187,015
-5,693
64
$10.3M 0.14%
87,863
-9,622
65
$10.1M 0.14%
55,984
+15
66
$9.37M 0.13%
36,310
67
$9.3M 0.13%
117,621
+50,413
68
$8.85M 0.12%
73,404
+1,343
69
$8.62M 0.12%
99,342
-1,067
70
$8.44M 0.11%
35,925
-3,005
71
$8.43M 0.11%
26,086
-60
72
$8.13M 0.11%
146,827
+5,465
73
$8.08M 0.11%
94,412
-1,079
74
$7.84M 0.11%
88,584
-4,801
75
$7.83M 0.11%
44,253
+2,613
1 2
3
4 5