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
451
$35K ﹤0.01%
676
452
$35K ﹤0.01%
2,000
453
$35K ﹤0.01%
373
-985
454
$34K ﹤0.01%
1,800
455
$34K ﹤0.01%
3,010
456
$34K ﹤0.01%
7,573
457
$34K ﹤0.01%
3,745
458
$34K ﹤0.01%
300
459
$34K ﹤0.01%
5,000
460
$33K ﹤0.01%
666
461
$32K ﹤0.01%
+83
462
$31K ﹤0.01%
1,052
463
$31K ﹤0.01%
1,000
464
$31K ﹤0.01%
1,500
465
$31K ﹤0.01%
265
466
$30K ﹤0.01%
291
467
$29K ﹤0.01%
7
468
$29K ﹤0.01%
750
469
$29K ﹤0.01%
+73
470
$28K ﹤0.01%
1,444
471
$28K ﹤0.01%
1,069
472
$28K ﹤0.01%
510
473
$28K ﹤0.01%
655
474
$28K ﹤0.01%
635
475
$27K ﹤0.01%
575
-525
17 18
19
20 21