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
301
$152K ﹤0.01%
+1,500
302
$151K ﹤0.01%
+1,900
303
$151K ﹤0.01%
8,000
304
$147K ﹤0.01%
1,500
305
$146K ﹤0.01%
+1,800
306
$146K ﹤0.01%
4,598
307
$145K ﹤0.01%
1,574
308
$144K ﹤0.01%
1,405
+395
309
$144K ﹤0.01%
+7,901
310
$142K ﹤0.01%
2,653
311
$142K ﹤0.01%
2,000
312
$140K ﹤0.01%
2,648
-195
313
$139K ﹤0.01%
964
-50
314
$138K ﹤0.01%
5,000
315
$138K ﹤0.01%
19,855
316
$136K ﹤0.01%
1,583
317
$136K ﹤0.01%
4,680
318
$135K ﹤0.01%
4,165
-155
319
$134K ﹤0.01%
2,040
320
$132K ﹤0.01%
2,200
+2,000
321
$130K ﹤0.01%
840
322
$126K ﹤0.01%
2,000
+1,900
323
$126K ﹤0.01%
3,323
324
$126K ﹤0.01%
6,400
325
$124K ﹤0.01%
6,117
11 12
13
14 15