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
301
$170K ﹤0.01%
135
-99
302
$166K ﹤0.01%
500
303
$163K ﹤0.01%
847
304
$159K ﹤0.01%
2,166
-1,143
305
$157K ﹤0.01%
3,600
306
$156K ﹤0.01%
2,676
307
$155K ﹤0.01%
575
308
$155K ﹤0.01%
800
-64
309
$152K ﹤0.01%
1,820
310
$152K ﹤0.01%
1,208
-705
311
$151K ﹤0.01%
6,000
-1,500
312
$150K ﹤0.01%
2,237
313
$149K ﹤0.01%
1,122
314
$145K ﹤0.01%
1,300
315
$145K ﹤0.01%
11,979
316
$142K ﹤0.01%
3,236
317
$137K ﹤0.01%
1,640
-380
318
$137K ﹤0.01%
6,250
319
$136K ﹤0.01%
1,500
320
$135K ﹤0.01%
2,735
-157
321
$135K ﹤0.01%
3,835
322
$134K ﹤0.01%
1,017
-420
323
$134K ﹤0.01%
475
324
$128K ﹤0.01%
202
-4
325
$127K ﹤0.01%
1,370
11 12
13
14 15