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
326
$126K ﹤0.01%
1,233
-119
327
$125K ﹤0.01%
4,500
328
$123K ﹤0.01%
4,000
329
$122K ﹤0.01%
8,000
330
$116K ﹤0.01%
1,700
331
$112K ﹤0.01%
2,455
332
$111K ﹤0.01%
1,209
333
$109K ﹤0.01%
1,910
-732
334
$106K ﹤0.01%
500
335
$106K ﹤0.01%
4,597
336
$103K ﹤0.01%
4,613
-182
337
$103K ﹤0.01%
900
-69
338
$101K ﹤0.01%
380
339
$99K ﹤0.01%
2,000
340
$98.8K ﹤0.01%
4,512
-454
341
$98.4K ﹤0.01%
965
342
$98.1K ﹤0.01%
1,800
343
$98K ﹤0.01%
2,475
344
$96.4K ﹤0.01%
731
-180
345
$95.2K ﹤0.01%
1,437
346
$94.5K ﹤0.01%
1,100
347
$93.3K ﹤0.01%
1,331
348
$93.2K ﹤0.01%
315
+163
349
$93.2K ﹤0.01%
1,055
350
$92.3K ﹤0.01%
4,303
12 13
14
15 16