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
301
$156K ﹤0.01%
2,725
302
$155K ﹤0.01%
1,734
+7
303
$154K ﹤0.01%
2,467
304
$154K ﹤0.01%
5,851
305
$152K ﹤0.01%
3,100
306
$151K ﹤0.01%
3,519
-520
307
$150K ﹤0.01%
1,100
308
$149K ﹤0.01%
430
-45
309
$149K ﹤0.01%
1,754
-10
310
$149K ﹤0.01%
4,598
311
$147K ﹤0.01%
3,042
312
$144K ﹤0.01%
21,592
313
$142K ﹤0.01%
7,950
+2,700
314
$140K ﹤0.01%
2,600
315
$139K ﹤0.01%
15,536
316
$138K ﹤0.01%
1,650
317
$137K ﹤0.01%
2,000
318
$136K ﹤0.01%
4,550
-50
319
$136K ﹤0.01%
1,100
320
$136K ﹤0.01%
1,125
321
$136K ﹤0.01%
3,188
322
$134K ﹤0.01%
775
323
$133K ﹤0.01%
1,460
-4,720
324
$133K ﹤0.01%
140
325
$130K ﹤0.01%
4,050
11 12
13
14 15