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
376
$79K ﹤0.01%
1,000
377
$78K ﹤0.01%
+2,200
378
$77K ﹤0.01%
575
379
$77K ﹤0.01%
1,000
380
$76K ﹤0.01%
8,376
381
$76K ﹤0.01%
2,090
382
$75K ﹤0.01%
2,342
383
$74K ﹤0.01%
1,544
384
$73K ﹤0.01%
396
385
$73K ﹤0.01%
22,542
386
$70K ﹤0.01%
1,188
387
$67K ﹤0.01%
4,800
388
$67K ﹤0.01%
2,470
-100
389
$67K ﹤0.01%
+18,628
390
$66K ﹤0.01%
722
-41
391
$65K ﹤0.01%
1,376
392
$64K ﹤0.01%
3,120
393
$64K ﹤0.01%
+1,100
394
$63K ﹤0.01%
1,073
-277
395
$61K ﹤0.01%
1,075
396
$60K ﹤0.01%
462
397
$58K ﹤0.01%
750
398
$58K ﹤0.01%
676
399
$56K ﹤0.01%
1,444
400
$56K ﹤0.01%
475
14 15
16
17 18