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
351
$91.6K ﹤0.01%
1,555
352
$91.3K ﹤0.01%
7,107
353
$91.3K ﹤0.01%
6,917
354
$91.1K ﹤0.01%
985
355
$88.3K ﹤0.01%
500
356
$87.5K ﹤0.01%
634
357
$84K ﹤0.01%
1,233
358
$84K ﹤0.01%
3,000
359
$83.6K ﹤0.01%
2,500
360
$83.5K ﹤0.01%
3,000
361
$80.6K ﹤0.01%
200
362
$78.9K ﹤0.01%
1,931
363
$78.5K ﹤0.01%
950
364
$76.2K ﹤0.01%
749
365
$76K ﹤0.01%
151
-5
366
$75.4K ﹤0.01%
550
367
$75.1K ﹤0.01%
900
368
$72.3K ﹤0.01%
600
369
$68.9K ﹤0.01%
850
370
$66.7K ﹤0.01%
812
-30
371
$66.7K ﹤0.01%
650
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372
$66.1K ﹤0.01%
1,271
-365
373
$64.8K ﹤0.01%
1,100
374
$64.3K ﹤0.01%
1,350
-1,150
375
$63.4K ﹤0.01%
400
-4
13 14
15
16 17