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
276
$196K ﹤0.01%
4,105
277
$194K ﹤0.01%
1,400
278
$191K ﹤0.01%
4,950
279
$191K ﹤0.01%
15,536
280
$188K ﹤0.01%
4,726
+1,750
281
$185K ﹤0.01%
10,177
-266
282
$184K ﹤0.01%
960
283
$182K ﹤0.01%
1,375
284
$182K ﹤0.01%
2,200
+1,641
285
$180K ﹤0.01%
2,820
+250
286
$176K ﹤0.01%
3,300
287
$169K ﹤0.01%
+1,000
288
$167K ﹤0.01%
+3,500
289
$167K ﹤0.01%
3,015
290
$166K ﹤0.01%
2,000
-2,750
291
$165K ﹤0.01%
4,960
292
$159K ﹤0.01%
2,325
-319
293
$157K ﹤0.01%
2,600
294
$157K ﹤0.01%
+550
295
$157K ﹤0.01%
1,650
296
$157K ﹤0.01%
1,100
297
$156K ﹤0.01%
17,550
-1,250
298
$156K ﹤0.01%
5,896
+2,000
299
$154K ﹤0.01%
2,295
300
$153K ﹤0.01%
6,400
10 11
12
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