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
326
$124K ﹤0.01%
1,567
-414
327
$124K ﹤0.01%
1,200
328
$119K ﹤0.01%
1,741
329
$117K ﹤0.01%
+600
330
$116K ﹤0.01%
3,930
-90
331
$116K ﹤0.01%
3,330
332
$115K ﹤0.01%
1,010
333
$114K ﹤0.01%
6,400
334
$114K ﹤0.01%
2,200
335
$113K ﹤0.01%
1,375
+140
336
$110K ﹤0.01%
2,127
337
$108K ﹤0.01%
2,666
-500
338
$108K ﹤0.01%
1,300
-375
339
$108K ﹤0.01%
3,093
340
$107K ﹤0.01%
14,839
341
$105K ﹤0.01%
1,240
342
$105K ﹤0.01%
2,931
343
$105K ﹤0.01%
+3,600
344
$105K ﹤0.01%
+2,000
345
$104K ﹤0.01%
800
346
$101K ﹤0.01%
3,000
347
$101K ﹤0.01%
725
348
$100K ﹤0.01%
+1,250
349
$99K ﹤0.01%
1,203
-1,277
350
$98K ﹤0.01%
2,022
-978
12 13
14
15 16