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
401
$44.5K ﹤0.01%
210
402
$44.3K ﹤0.01%
1,050
403
$44.3K ﹤0.01%
494
404
$44.1K ﹤0.01%
2,050
-42
405
$44K ﹤0.01%
725
406
$43.2K ﹤0.01%
1,310
-749
407
$42.3K ﹤0.01%
837
408
$42.3K ﹤0.01%
+463
409
$42.2K ﹤0.01%
725
410
$41.4K ﹤0.01%
990
411
$41.3K ﹤0.01%
718
412
$41K ﹤0.01%
1,225
413
$40.5K ﹤0.01%
3,549
414
$40.2K ﹤0.01%
450
415
$40.1K ﹤0.01%
1,527
416
$39.7K ﹤0.01%
375
417
$38.9K ﹤0.01%
1,000
418
$38.9K ﹤0.01%
415
-83
419
$38.4K ﹤0.01%
1,013
420
$38.4K ﹤0.01%
423
421
$37.3K ﹤0.01%
666
422
$36.9K ﹤0.01%
355
423
$36.3K ﹤0.01%
509
-97
424
$36K ﹤0.01%
300
425
$35.5K ﹤0.01%
935
-1,480
15 16
17
18 19