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
$4.78B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.8M
3
+$10.5M
4
AMT icon
American Tower
AMT
+$8.99M
5
AMGN icon
Amgen
AMGN
+$6.76M

Top Sells

1
+$44.7M
2
+$6.89M
3
+$6.42M
4
NVO icon
Novo Nordisk
NVO
+$4.97M
5
IDXX icon
Idexx Laboratories
IDXX
+$3.59M

Sector Composition

1 Technology 22.82%
2 Healthcare 17.92%
3 Consumer Staples 12.87%
4 Consumer Discretionary 9.99%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$254K 0.01%
8,100
+6,900
252
$253K 0.01%
13,300
253
$249K 0.01%
4,995
254
$248K 0.01%
3,673
255
$245K 0.01%
6,768
256
$241K 0.01%
3,550
257
$236K ﹤0.01%
24,400
258
$233K ﹤0.01%
6,052
-1,920
259
$231K ﹤0.01%
+4,241
260
$230K ﹤0.01%
5,632
261
$227K ﹤0.01%
3,066
262
$227K ﹤0.01%
5,285
263
$224K ﹤0.01%
4,875
264
$224K ﹤0.01%
4,625
+1,000
265
$223K ﹤0.01%
3,010
-1,400
266
$221K ﹤0.01%
2,050
-55
267
$221K ﹤0.01%
4,950
-100
268
$219K ﹤0.01%
920
-125
269
$215K ﹤0.01%
1,800
270
$213K ﹤0.01%
555
+125
271
$212K ﹤0.01%
13,232
272
$205K ﹤0.01%
3,546
-444
273
$203K ﹤0.01%
3,450
274
$201K ﹤0.01%
2,699
+450
275
$197K ﹤0.01%
3,475
9 10
11
12 13