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
251
$272K ﹤0.01%
990
252
$270K ﹤0.01%
2,110
253
$269K ﹤0.01%
11,835
254
$265K ﹤0.01%
5,340
255
$263K ﹤0.01%
958
-50
256
$258K ﹤0.01%
1,706
-250
257
$257K ﹤0.01%
1,975
-330
258
$254K ﹤0.01%
2,525
259
$250K ﹤0.01%
10,000
260
$249K ﹤0.01%
725
261
$245K ﹤0.01%
7,000
262
$245K ﹤0.01%
2,440
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263
$244K ﹤0.01%
550
-150
264
$244K ﹤0.01%
6,473
265
$243K ﹤0.01%
+5,000
266
$243K ﹤0.01%
72
267
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5,000
268
$233K ﹤0.01%
566
269
$232K ﹤0.01%
1,155
270
$231K ﹤0.01%
1,249
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271
$229K ﹤0.01%
2,646
-450
272
$223K ﹤0.01%
2,350
273
$222K ﹤0.01%
1,380
274
$220K ﹤0.01%
2,725
275
$219K ﹤0.01%
2,460
-140
9 10
11
12 13