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
76
$6.02M 0.08%
57,567
-8
77
$5.93M 0.08%
27,477
-550
78
$5.9M 0.08%
25,333
-255
79
$5.55M 0.07%
54,197
-333
80
$5.52M 0.07%
20,806
-527
81
$5.14M 0.07%
30,776
-22
82
$5.1M 0.07%
23,723
-24
83
$4.66M 0.06%
25,571
-980
84
$4.24M 0.06%
28,580
85
$4.09M 0.05%
19,500
+24
86
$4.07M 0.05%
36,224
-3,593
87
$3.9M 0.05%
54,895
-199
88
$3.89M 0.05%
90,009
-750
89
$3.85M 0.05%
15,692
90
$3.77M 0.05%
38,848
-308
91
$3.55M 0.05%
81,023
-22
92
$3.41M 0.04%
77,757
-555
93
$3.33M 0.04%
83,169
-13,117
94
$3.3M 0.04%
128,024
-6,053
95
$3.2M 0.04%
40,763
+492
96
$3.18M 0.04%
9,524
-15
97
$3.13M 0.04%
14,866
98
$3.03M 0.04%
16,883
-100
99
$2.94M 0.04%
8,217
-41
100
$2.73M 0.04%
51,264
-178
2 3
4
5 6