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
451
$33K ﹤0.01%
180
452
$32K ﹤0.01%
1,125
453
$32K ﹤0.01%
303
454
$32K ﹤0.01%
290
455
$32K ﹤0.01%
181
456
$31K ﹤0.01%
998
457
$31K ﹤0.01%
1,430
458
$31K ﹤0.01%
+2,000
459
$30K ﹤0.01%
900
460
$30K ﹤0.01%
1,520
+1,245
461
$30K ﹤0.01%
1,000
462
$29K ﹤0.01%
300
463
$29K ﹤0.01%
+250
464
$29K ﹤0.01%
1,095
465
$27K ﹤0.01%
514
466
$27K ﹤0.01%
327
467
$27K ﹤0.01%
1,069
468
$27K ﹤0.01%
1,405
469
$27K ﹤0.01%
2,204
470
$27K ﹤0.01%
+500
471
$27K ﹤0.01%
850
472
$27K ﹤0.01%
2,000
473
$27K ﹤0.01%
1,000
474
$26K ﹤0.01%
600
475
$26K ﹤0.01%
1,420
17 18
19
20 21