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
376
$62.4K ﹤0.01%
250
377
$61.6K ﹤0.01%
3,900
378
$61.3K ﹤0.01%
1,475
-800
379
$60.9K ﹤0.01%
300
380
$60.3K ﹤0.01%
225
+14
381
$56K ﹤0.01%
1,653
382
$55.9K ﹤0.01%
896
383
$54.6K ﹤0.01%
1,595
384
$52.9K ﹤0.01%
493
385
$52.1K ﹤0.01%
2,841
-1,492
386
$50.3K ﹤0.01%
916
387
$49.5K ﹤0.01%
350
388
$49.4K ﹤0.01%
130
389
$49.2K ﹤0.01%
1,004
390
$49.1K ﹤0.01%
165
391
$48.5K ﹤0.01%
+69
392
$48.4K ﹤0.01%
350
393
$48.3K ﹤0.01%
2,000
394
$47.6K ﹤0.01%
930
395
$46.9K ﹤0.01%
+620
396
$46.6K ﹤0.01%
265
397
$46.3K ﹤0.01%
135
398
$46.3K ﹤0.01%
+500
399
$46.1K ﹤0.01%
670
-89
400
$45K ﹤0.01%
400
14 15
16
17 18