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
376
$80K ﹤0.01%
1,000
377
$78K ﹤0.01%
1,845
378
$77K ﹤0.01%
630
+330
379
$77K ﹤0.01%
4,804
380
$77K ﹤0.01%
4,123
381
$75K ﹤0.01%
2,941
382
$75K ﹤0.01%
1,724
383
$74K ﹤0.01%
811
384
$73K ﹤0.01%
1,200
385
$73K ﹤0.01%
3,500
-524
386
$72K ﹤0.01%
1,069
387
$72K ﹤0.01%
1,285
388
$71K ﹤0.01%
2,360
389
$71K ﹤0.01%
1,100
390
$71K ﹤0.01%
905
391
$70K ﹤0.01%
4,320
392
$69K ﹤0.01%
3,300
393
$69K ﹤0.01%
1,291
+705
394
– –
0
395
$65K ﹤0.01%
1,675
396
$64K ﹤0.01%
4,665
397
$64K ﹤0.01%
1,544
398
$63K ﹤0.01%
396
399
$61K ﹤0.01%
1,627
-1,000
400
$61K ﹤0.01%
1,640
+570
14 15
16
17 18