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
76
$7.49M 0.1%
53,700
+325
77
$7.03M 0.1%
47,679
-5,993
78
$6.89M 0.09%
635,953
+177,480
79
$6.47M 0.09%
104,372
-236,298
80
$6.33M 0.09%
30,652
+3,725
81
$5.82M 0.08%
68,444
-637
82
$5.82M 0.08%
41,343
83
$5.72M 0.08%
22,594
-2,163
84
$5.14M 0.07%
107,258
-644
85
$4.91M 0.07%
72,980
-1,168
86
$4.69M 0.06%
26,193
-12,069
87
$4.63M 0.06%
22,824
+123
88
$4.16M 0.06%
25,448
-2,300
89
$4M 0.05%
61,426
+2,675
90
$3.98M 0.05%
100,356
-2,388
91
$3.9M 0.05%
60,673
+30,151
92
$3.89M 0.05%
21,573
+699
93
$3.63M 0.05%
61,473
-2,398
94
$3.52M 0.05%
10,799
+615
95
$3.37M 0.05%
39,658
+1,430
96
$3.23M 0.04%
16,617
-1,655
97
$3.18M 0.04%
47,080
98
$3.16M 0.04%
10,545
-3,480
99
$3.02M 0.04%
76,055
-993
100
$2.79M 0.04%
74,935
-3,663
2 3
4
5 6