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
201
$491K 0.01%
4,362
202
$483K 0.01%
2,230
-61
203
$481K 0.01%
8,313
204
$466K 0.01%
7,815
+1,481
205
$464K 0.01%
3,815
206
$461K 0.01%
2,005
-381
207
$455K 0.01%
1,386
208
$446K 0.01%
29,071
-2,286
209
$437K 0.01%
6,950
210
$435K 0.01%
5,087
211
$425K 0.01%
5,125
+5,029
212
$417K 0.01%
10,341
-1,394
213
$413K 0.01%
2,209
214
$410K 0.01%
60,593
215
$403K 0.01%
5,837
-514
216
$396K 0.01%
12,830
217
$395K 0.01%
6,240
218
$394K 0.01%
7,002
219
$393K 0.01%
1,965
220
$390K 0.01%
708
-43
221
$379K ﹤0.01%
4,699
222
$378K ﹤0.01%
8,615
-2,015
223
$373K ﹤0.01%
15,840
-270
224
$369K ﹤0.01%
8,325
225
$353K ﹤0.01%
2,665
7 8
9
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