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
176
$697K 0.01%
3,672
-2,340
177
$693K 0.01%
22,944
-800
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179
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180
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24,030
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181
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7,285
182
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11,173
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183
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4,659
184
$639K 0.01%
14,235
185
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186
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4,675
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187
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20,627
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188
$588K 0.01%
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189
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7,315
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190
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191
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194
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3,350
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195
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6,666
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196
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3,600
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197
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2,530
198
$536K 0.01%
9,800
-1,689
199
$534K 0.01%
12,575
200
$532K 0.01%
14,090
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