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
$11.6B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.79M
3
+$7.55M
4
NVO icon
Novo Nordisk
NVO
+$7.14M
5
DKS icon
Dick's Sporting Goods
DKS
+$3.83M

Top Sells

1
+$10M
2
+$9.76M
3
+$7.3M
4
MSFT icon
Microsoft
MSFT
+$6.42M
5
EOG icon
EOG Resources
EOG
+$5.74M

Sector Composition

1 Technology 38.56%
2 Healthcare 16.29%
3 Consumer Discretionary 11.3%
4 Financials 10.86%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$416K ﹤0.01%
3,167
-100
227
$415K ﹤0.01%
3,396
228
$412K ﹤0.01%
3,120
229
$405K ﹤0.01%
3,287
230
$401K ﹤0.01%
298
-8
231
$384K ﹤0.01%
5,105
232
$371K ﹤0.01%
5,500
-2,460
233
$358K ﹤0.01%
863
-217
234
$356K ﹤0.01%
+7,389
235
$355K ﹤0.01%
10,657
236
$345K ﹤0.01%
4,426
-500
237
$319K ﹤0.01%
10,132
-244
238
$308K ﹤0.01%
7,584
239
$308K ﹤0.01%
694
+34
240
$305K ﹤0.01%
1,428
+232
241
$303K ﹤0.01%
2,259
242
$300K ﹤0.01%
1,205
243
$299K ﹤0.01%
1,032
244
$294K ﹤0.01%
2,831
-292
245
$284K ﹤0.01%
1,030
246
$282K ﹤0.01%
2,071
-42
247
$279K ﹤0.01%
2,175
248
$277K ﹤0.01%
2,119
249
$276K ﹤0.01%
1,240
250
$273K ﹤0.01%
3,195
-350
8 9
10
11 12