LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
1
$482M 6.27%
2,068,714
-6,829
2
$477M 6.2%
1,677,423
-6,350
3
$451M 5.86%
1,967,718
-12,805
4
$384M 4.99%
990,492
-117
5
$321M 4.18%
1,497,156
-5,016
6
$291M 3.78%
3,041,698
+20,398
7
$279M 3.63%
2,983,362
+4,965
8
$275M 3.58%
1,359,749
+907
9
$261M 3.4%
515,419
+7,793
10
$235M 3.05%
1,698,229
-21,883
11
$234M 3.04%
2,071,222
+3,373
12
$233M 3.04%
707,197
-3,868
13
$174M 2.26%
1,798,495
-2,186
14
$170M 2.2%
2,728,880
-12,926
15
$160M 2.08%
1,481,803
+9,464
16
$156M 2.04%
568,658
+3,219
17
$156M 2.03%
691,564
-6,903
18
$155M 2.02%
1,051,723
+1,080
19
$154M 2%
1,377,864
+35,732
20
$134M 1.74%
354,362
-6,936
21
$117M 1.52%
247,527
+6,772
22
$115M 1.49%
645,257
-4,300
23
$107M 1.39%
1,500,389
-6,541
24
$93.5M 1.22%
650,204
-38,067
25
$91.4M 1.19%
1,529,207
-1,691
1
2 3 4 5