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
276
$196K 0.01%
5,387
277
$196K 0.01%
1,150
-150
278
$195K 0.01%
12,050
-600
279
$194K ﹤0.01%
11,949
280
$191K ﹤0.01%
1,057
281
$188K ﹤0.01%
1,550
282
$187K ﹤0.01%
2,500
283
$184K ﹤0.01%
820
284
$180K ﹤0.01%
6,315
285
$180K ﹤0.01%
3,140
-74
286
$180K ﹤0.01%
5,205
-11,300
287
$180K ﹤0.01%
1,882
288
$179K ﹤0.01%
+22,000
289
$177K ﹤0.01%
2,194
-77
290
$177K ﹤0.01%
5,434
291
$175K ﹤0.01%
2,500
292
$172K ﹤0.01%
3,303
-200
293
$172K ﹤0.01%
3,288
+1,188
294
$170K ﹤0.01%
2,884
295
$168K ﹤0.01%
3,466
296
$164K ﹤0.01%
4,010
297
$161K ﹤0.01%
1,255
298
$160K ﹤0.01%
4,000
-4,000
299
$157K ﹤0.01%
5,857
300
$157K ﹤0.01%
3,823
10 11
12
13 14