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
426
$43K ﹤0.01%
+1,500
427
$43K ﹤0.01%
1,000
428
$43K ﹤0.01%
985
-265
429
$42K ﹤0.01%
1,136
430
$42K ﹤0.01%
514
431
$41K ﹤0.01%
840
432
$40K ﹤0.01%
1,279
433
$40K ﹤0.01%
600
434
$39K ﹤0.01%
942
435
$39K ﹤0.01%
926
436
$39K ﹤0.01%
2,316
437
$39K ﹤0.01%
1,500
438
$38K ﹤0.01%
188
439
$37K ﹤0.01%
1,200
440
$37K ﹤0.01%
1,031
441
$37K ﹤0.01%
888
-166
442
$37K ﹤0.01%
1,000
443
$37K ﹤0.01%
625
444
$37K ﹤0.01%
305
+155
445
$37K ﹤0.01%
1,600
446
$36K ﹤0.01%
291
447
$35K ﹤0.01%
655
448
$35K ﹤0.01%
3,950
449
$34K ﹤0.01%
500
450
$33K ﹤0.01%
661
16 17
18
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