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
351
$103K ﹤0.01%
945
352
$103K ﹤0.01%
1,400
353
$102K ﹤0.01%
4,209
354
$102K ﹤0.01%
1,691
-2,128
355
$101K ﹤0.01%
3,252
356
$100K ﹤0.01%
800
357
$100K ﹤0.01%
1,232
358
$99K ﹤0.01%
800
359
$97K ﹤0.01%
1,984
-80
360
$97K ﹤0.01%
4,325
361
$95K ﹤0.01%
1,300
362
$94K ﹤0.01%
2,045
363
$93K ﹤0.01%
1,775
364
$92K ﹤0.01%
900
365
$88K ﹤0.01%
1,000
366
$87K ﹤0.01%
1,800
367
$86K ﹤0.01%
2,450
368
$86K ﹤0.01%
1,872
-140
369
$85K ﹤0.01%
9,030
370
$84K ﹤0.01%
956
371
$83K ﹤0.01%
4,590
372
$83K ﹤0.01%
+2,280
373
$82K ﹤0.01%
1,589
374
$81K ﹤0.01%
1,172
375
$81K ﹤0.01%
25,825
-1,000
13 14
15
16 17