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
151
$1.07M 0.01%
7,104
-24,560
152
$1.07M 0.01%
10,505
153
$1.06M 0.01%
7,377
-115
154
$1.02M 0.01%
31,530
155
$1M 0.01%
9,417
+700
156
$984K 0.01%
13,002
157
$972K 0.01%
8,727
+6,686
158
$970K 0.01%
59,306
159
$938K 0.01%
6,299
160
$931K 0.01%
32,180
-26,320
161
$920K 0.01%
15,700
-1,200
162
$908K 0.01%
5,832
-1,453
163
$901K 0.01%
16,000
164
$885K 0.01%
33,527
165
$860K 0.01%
2,290
166
$853K 0.01%
20,710
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167
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10,655
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168
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169
$809K 0.01%
2,867
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170
$800K 0.01%
10,210
171
$798K 0.01%
2,921
172
$781K 0.01%
12,021
-605
173
$750K 0.01%
945
174
$746K 0.01%
3,647
-277
175
$725K 0.01%
11,422
+10,307
5 6
7
8 9