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
126
$1.48M 0.02%
11,513
-175
127
$1.47M 0.02%
5,470
-895
128
$1.45M 0.02%
4,746
129
$1.43M 0.02%
10,500
130
$1.41M 0.02%
8,287
-4
131
$1.39M 0.02%
4,293
+350
132
$1.37M 0.02%
3,830
133
$1.36M 0.02%
7,332
+646
134
$1.33M 0.02%
7,298
135
$1.24M 0.02%
8,334
136
$1.23M 0.02%
3,535
-800
137
$1.18M 0.02%
8,740
138
$1.15M 0.02%
39,352
-1,038
139
$1.13M 0.01%
22,686
-250
140
$1.09M 0.01%
6,433
-2,500
141
$1.09M 0.01%
21,898
142
$1.08M 0.01%
16,256
143
$1.07M 0.01%
17,428
-98
144
$1.05M 0.01%
28,417
-4,965
145
$993K 0.01%
6,146
146
$992K 0.01%
3,678
-3
147
$992K 0.01%
915
148
$964K 0.01%
10,113
-290
149
$954K 0.01%
24,730
-470
150
$950K 0.01%
17,332
-11
4 5
6
7 8