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
126
$1.57M 0.02%
53,715
+750
127
$1.57M 0.02%
12,226
-515
128
$1.51M 0.02%
12,080
-740
129
$1.49M 0.02%
11,618
-325
130
$1.48M 0.02%
25,041
-500
131
$1.45M 0.02%
17,331
-4
132
$1.44M 0.02%
12,515
+112
133
$1.39M 0.02%
21,632
+1,127
134
$1.39M 0.02%
6,534
135
$1.36M 0.02%
46,715
-76,347
136
$1.32M 0.02%
6,011
137
$1.3M 0.02%
4,855
138
$1.28M 0.02%
18,483
-220
139
$1.28M 0.02%
21,617
+2,980
140
$1.28M 0.02%
10,283
+500
141
$1.27M 0.02%
22,164
-930
142
$1.22M 0.02%
24,505
-1,805
143
$1.2M 0.02%
12,038
144
$1.18M 0.02%
13,875
+589
145
$1.13M 0.02%
20,712
+739
146
$1.13M 0.02%
20,531
147
$1.11M 0.02%
18,356
148
$1.09M 0.01%
19,557
+2,421
149
$1.09M 0.01%
6,803
+700
150
$1.08M 0.01%
7,220
4 5
6
7 8