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
201
$531K 0.01%
2,580
202
$522K 0.01%
17,669
-4,154
203
$509K 0.01%
3,229
+1,460
204
$509K 0.01%
3,504
-8
205
$500K 0.01%
2,489
206
$498K 0.01%
3,482
207
$495K 0.01%
13,138
208
$492K 0.01%
9,303
-8
209
$487K 0.01%
2,941
-87
210
$486K 0.01%
+12,880
211
$460K 0.01%
24,900
212
$458K 0.01%
4,779
-2,351
213
$457K 0.01%
10,103
214
$449K 0.01%
5,125
-14
215
$405K 0.01%
6,750
-5
216
$402K 0.01%
21,966
217
$396K 0.01%
9,739
-7,590
218
$392K 0.01%
3,350
+274
219
$388K 0.01%
1,127
+842
220
$382K 0.01%
1,800
221
$382K 0.01%
1,301
+390
222
$381K 0.01%
2,850
223
$374K 0.01%
14,403
-321,237
224
$370K 0.01%
2,394
+2,140
225
$321K ﹤0.01%
5,975
+1,150
7 8
9
10 11