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
$3.92B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15.7M
3
+$15.4M
4
DHR icon
Danaher
DHR
+$9.7M
5
IDXX icon
Idexx Laboratories
IDXX
+$5.44M

Top Sells

1
+$30.8M
2
+$13.1M
3
+$4.32M
4
MCD icon
McDonald's
MCD
+$3.56M
5
CDK
CDK Global, Inc.
CDK
+$3.34M

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$354K 0.01%
7,594
-3,950
227
$349K 0.01%
6,041
-752
228
$344K 0.01%
3,333
229
$342K 0.01%
5,485
+285
230
$341K 0.01%
5,285
-285
231
$335K 0.01%
6,740
232
$332K 0.01%
10,000
233
$331K 0.01%
1,210
234
$321K 0.01%
5,666
-1,000
235
$319K 0.01%
3,475
-170
236
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+5,000
237
$311K 0.01%
11,766
238
$308K 0.01%
17,000
239
$303K 0.01%
2,427
240
$301K 0.01%
2,838
-1,142
241
$300K 0.01%
4,350
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242
$298K 0.01%
4,500
243
$292K 0.01%
2,689
244
– –
0
245
$289K 0.01%
5,019
-1,700
246
$286K 0.01%
3,329
247
$282K 0.01%
825
248
$277K 0.01%
2,000
249
$275K 0.01%
4,875
250
$267K 0.01%
4,000
8 9
10
11 12