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
426
$35.3K ﹤0.01%
590
427
– –
0
428
$35K ﹤0.01%
1,492
429
$34.7K ﹤0.01%
900
430
$33.9K ﹤0.01%
1,102
431
$33.9K ﹤0.01%
5,949
432
$33K ﹤0.01%
750
433
$30.9K ﹤0.01%
500
434
$30.9K ﹤0.01%
151
-40
435
$29.7K ﹤0.01%
100
436
$29.1K ﹤0.01%
233
437
$28.1K ﹤0.01%
67
438
$28.1K ﹤0.01%
660
439
$28K ﹤0.01%
200
440
$27K ﹤0.01%
240
441
$27K ﹤0.01%
760
442
$26.5K ﹤0.01%
175
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443
$23.7K ﹤0.01%
775
-100
444
$23.2K ﹤0.01%
1,427
-1
445
$22.8K ﹤0.01%
926
446
$22.8K ﹤0.01%
190
447
$22.1K ﹤0.01%
5,000
448
$21.3K ﹤0.01%
1,008
449
$21.1K ﹤0.01%
3,010
450
$20.8K ﹤0.01%
150
16 17
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