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
351
$97K ﹤0.01%
1,200
352
$97K ﹤0.01%
1,100
353
$97K ﹤0.01%
890
354
$96K ﹤0.01%
4,325
355
$95K ﹤0.01%
1,822
356
$95K ﹤0.01%
245
357
$94K ﹤0.01%
1,010
-600
358
$93K ﹤0.01%
1,352
359
$92K ﹤0.01%
900
360
$91K ﹤0.01%
2,450
361
$91K ﹤0.01%
2,660
362
$90K ﹤0.01%
+1,100
363
$89K ﹤0.01%
475
+275
364
$89K ﹤0.01%
+1,000
365
$89K ﹤0.01%
2,372
366
$88K ﹤0.01%
1,700
+200
367
$88K ﹤0.01%
3,265
368
$88K ﹤0.01%
900
369
$87K ﹤0.01%
402
+300
370
$87K ﹤0.01%
800
371
$85K ﹤0.01%
2,158
372
$82K ﹤0.01%
950
373
$82K ﹤0.01%
1,535
+1,100
374
$81K ﹤0.01%
2,734
375
$80K ﹤0.01%
+200
13 14
15
16 17