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
51
$29.7M 0.39%
115,436
-1,144
52
$28.2M 0.37%
122,335
-2,096
53
$21.7M 0.28%
150,565
-13,366
54
$21.5M 0.28%
223,360
-1,240
55
$21.4M 0.28%
153,712
+2,935
56
$20.9M 0.27%
92,515
-206
57
$18.5M 0.24%
288,840
-1,130
58
$18M 0.23%
100,910
+7,463
59
$14.7M 0.19%
34,818
-41
60
$12.5M 0.16%
55,929
-8,801
61
$12.4M 0.16%
146,900
-50
62
$12.2M 0.16%
408,695
-672,054
63
$12.2M 0.16%
1,003,280
+505,280
64
$10.2M 0.13%
70,908
-101
65
$9.49M 0.12%
39,562
-3,911
66
$8.99M 0.12%
67,025
-306
67
$8.22M 0.11%
11,934
+929
68
$7.53M 0.1%
41,679
-1,097
69
$7.46M 0.1%
91,131
-368
70
$7.44M 0.1%
132,870
-1,058
71
$7.14M 0.09%
101,687
-2,119
72
$6.98M 0.09%
114,806
-500
73
$6.94M 0.09%
16,698
-1,319
74
$6.92M 0.09%
26,875
+1,491
75
$6.68M 0.09%
40,520
-466
1 2
3
4 5