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
251
$265K 0.01%
10,640
252
$255K 0.01%
5,209
+2,030
253
$242K 0.01%
2,675
254
$238K 0.01%
13,433
255
$234K 0.01%
2,801
-404
256
$234K 0.01%
3,055
257
$231K 0.01%
4,680
258
$227K 0.01%
9,000
259
$226K 0.01%
17,221
260
$217K 0.01%
1,755
261
$216K 0.01%
8,000
262
$216K 0.01%
3,508
263
$215K 0.01%
4,165
-1,600
264
$213K 0.01%
5,000
-8,000
265
$212K 0.01%
7,000
266
$210K 0.01%
4,950
267
$206K 0.01%
8,400
268
$205K 0.01%
6,400
269
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270
$204K 0.01%
3,453
271
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1,869
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272
$201K 0.01%
2,845
-1,405
273
$201K 0.01%
1,006
-416
274
– –
0
275
$198K 0.01%
3,779
9 10
11
12 13