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
101
$2.52M 0.03%
19,299
-289
102
$2.46M 0.03%
34,592
-125
103
$2.44M 0.03%
6
104
$2.35M 0.03%
41,118
-845
105
$2.23M 0.03%
28,204
106
$2.18M 0.03%
23,956
107
$2.11M 0.03%
41,780
-425
108
$2.1M 0.03%
9,521
109
$1.98M 0.03%
3,928
-86
110
$1.95M 0.03%
9,590
-70
111
$1.94M 0.03%
7,259
-26
112
$1.81M 0.02%
4,535
113
$1.73M 0.02%
39,479
-385
114
$1.73M 0.02%
9,205
+80
115
$1.71M 0.02%
24,167
+100
116
$1.65M 0.02%
45,462
-1,930
117
$1.62M 0.02%
4,030
118
$1.6M 0.02%
7,761
-340
119
$1.58M 0.02%
10,678
-329
120
$1.56M 0.02%
5,822
121
$1.54M 0.02%
16,641
-1,954
122
$1.52M 0.02%
141,852
123
$1.52M 0.02%
12,757
-300
124
$1.49M 0.02%
49,360
-304
125
$1.49M 0.02%
19,391
+70
3 4
5
6 7