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
276
$217K ﹤0.01%
1,190
-235
277
$212K ﹤0.01%
5,000
278
$212K ﹤0.01%
2,065
-70
279
$207K ﹤0.01%
6,144
-30
280
$206K ﹤0.01%
19,815
-1,000
281
$203K ﹤0.01%
2,556
282
$200K ﹤0.01%
+8,000
283
$199K ﹤0.01%
1,780
-159
284
$196K ﹤0.01%
1,400
+200
285
$194K ﹤0.01%
5,000
286
$192K ﹤0.01%
515
287
$192K ﹤0.01%
970
288
$191K ﹤0.01%
6,000
289
$187K ﹤0.01%
12,000
290
$184K ﹤0.01%
10,000
291
$182K ﹤0.01%
1,695
292
$180K ﹤0.01%
1,295
293
$179K ﹤0.01%
462
294
$176K ﹤0.01%
3,165
-10
295
$176K ﹤0.01%
700
296
$175K ﹤0.01%
563
-26
297
$174K ﹤0.01%
4,680
298
$174K ﹤0.01%
1,988
-55
299
$171K ﹤0.01%
1,570
300
$171K ﹤0.01%
1,822
10 11
12
13 14