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
401
$60K ﹤0.01%
5,475
-435
402
$60K ﹤0.01%
+1,000
403
$60K ﹤0.01%
1,425
-50
404
$60K ﹤0.01%
2,500
405
$58K ﹤0.01%
3,841
406
$57K ﹤0.01%
1,450
407
$57K ﹤0.01%
1,136
408
$57K ﹤0.01%
2,342
409
$56K ﹤0.01%
1,250
410
$55K ﹤0.01%
2,620
411
$54K ﹤0.01%
239
412
$54K ﹤0.01%
1,437
413
$52K ﹤0.01%
5,250
414
$52K ﹤0.01%
250
415
$50K ﹤0.01%
760
-376
416
$50K ﹤0.01%
5,475
417
$50K ﹤0.01%
850
418
$49K ﹤0.01%
2,234
419
$49K ﹤0.01%
398
420
$47K ﹤0.01%
3,120
421
$47K ﹤0.01%
900
422
$47K ﹤0.01%
1,125
423
$47K ﹤0.01%
1,000
424
$47K ﹤0.01%
700
425
$46K ﹤0.01%
1,100
15 16
17
18 19