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
401
$55K ﹤0.01%
1,245
402
$54K ﹤0.01%
1,223
-50
403
$54K ﹤0.01%
+6,000
404
$53K ﹤0.01%
870
405
$52K ﹤0.01%
2,234
406
$51K ﹤0.01%
765
407
$51K ﹤0.01%
1,200
408
$51K ﹤0.01%
1,437
409
$51K ﹤0.01%
3,000
410
$50K ﹤0.01%
3,210
-2,265
411
$50K ﹤0.01%
+2,000
412
$50K ﹤0.01%
339
413
$50K ﹤0.01%
1,555
-945
414
$50K ﹤0.01%
300
415
$49K ﹤0.01%
3,666
416
$48K ﹤0.01%
+600
417
$48K ﹤0.01%
+10,000
418
$48K ﹤0.01%
+900
419
$48K ﹤0.01%
5,000
420
$47K ﹤0.01%
1,000
421
$47K ﹤0.01%
850
422
$46K ﹤0.01%
7,569
423
$46K ﹤0.01%
800
424
$44K ﹤0.01%
+500
425
$43K ﹤0.01%
666
15 16
17
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