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
101
$2.77M 0.04%
8,614
+2,340
102
$2.73M 0.04%
1,327
+24
103
$2.72M 0.04%
15,925
+1,620
104
$2.62M 0.04%
48,597
+3,719
105
$2.47M 0.03%
14,689
-1,460
106
$2.46M 0.03%
8,284
-11
107
$2.36M 0.03%
13,225
108
$2.31M 0.03%
7,858
+450
109
$2.27M 0.03%
13,092
-100
110
$2.25M 0.03%
6,963
-66
111
$2.2M 0.03%
48,889
+2,675
112
$2.2M 0.03%
29,141
113
$2.18M 0.03%
16,501
+3,502
114
$2.17M 0.03%
27,827
-989
115
$2.08M 0.03%
24,895
+9,610
116
$2.04M 0.03%
10,347
117
$2.03M 0.03%
21,476
-10,865
118
$1.92M 0.03%
35,781
119
$1.89M 0.03%
45,267
-46,355
120
$1.88M 0.03%
8,833
+60
121
$1.85M 0.03%
112,447
122
$1.84M 0.02%
52,191
-1,533
123
$1.81M 0.02%
77,348
-250
124
$1.7M 0.02%
5
125
$1.66M 0.02%
282,520
-2,600
3 4
5
6 7