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
326
$130K ﹤0.01%
10,860
+3,200
327
$129K ﹤0.01%
1,741
328
$128K ﹤0.01%
1,841
329
$128K ﹤0.01%
3,305
330
$126K ﹤0.01%
1,800
331
$125K ﹤0.01%
245
+60
332
$124K ﹤0.01%
1,505
333
$124K ﹤0.01%
1,825
334
$122K ﹤0.01%
6,000
335
$122K ﹤0.01%
745
336
$120K ﹤0.01%
4,125
337
$120K ﹤0.01%
1,080
-920
338
$118K ﹤0.01%
3,000
339
$118K ﹤0.01%
11,033
-265
340
$117K ﹤0.01%
6,484
341
$117K ﹤0.01%
3,426
342
$114K ﹤0.01%
1,280
343
$114K ﹤0.01%
1,845
-3,155
344
– –
0
345
$111K ﹤0.01%
8,147
-2,202
346
$111K ﹤0.01%
1,938
347
$109K ﹤0.01%
1,500
348
$106K ﹤0.01%
912
349
$106K ﹤0.01%
2,846
350
$105K ﹤0.01%
840
12 13
14
15 16