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
426
$46K ﹤0.01%
1,050
+30
427
$46K ﹤0.01%
1,200
428
$46K ﹤0.01%
1,850
429
$46K ﹤0.01%
312
430
$46K ﹤0.01%
+1,222
431
$46K ﹤0.01%
462
432
$44K ﹤0.01%
870
433
$44K ﹤0.01%
1,485
-180
434
$43K ﹤0.01%
514
435
$42K ﹤0.01%
1,273
-20
436
$41K ﹤0.01%
1,075
437
$40K ﹤0.01%
725
438
$40K ﹤0.01%
831
439
$40K ﹤0.01%
450
440
$40K ﹤0.01%
1,245
441
$40K ﹤0.01%
530
+60
442
$39K ﹤0.01%
926
443
$39K ﹤0.01%
290
444
$39K ﹤0.01%
1,000
445
$38K ﹤0.01%
1,700
446
$38K ﹤0.01%
894
447
$37K ﹤0.01%
+2,307
448
$36K ﹤0.01%
840
-840
449
$35K ﹤0.01%
477
450
$35K ﹤0.01%
2,400
16 17
18
19 20