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
451
$20.2K ﹤0.01%
80
452
$20.2K ﹤0.01%
835
-404
453
$20K ﹤0.01%
1,415
+1,000
454
$19.9K ﹤0.01%
6,000
+2,000
455
$19.8K ﹤0.01%
500
456
$19.7K ﹤0.01%
1,875
457
$19.6K ﹤0.01%
274
+1
458
$18.7K ﹤0.01%
164
-16
459
$18K ﹤0.01%
35
460
$18K ﹤0.01%
50
461
$17.7K ﹤0.01%
539
462
$17.7K ﹤0.01%
84
463
$17.7K ﹤0.01%
200
464
$17.6K ﹤0.01%
2,000
465
$16K ﹤0.01%
63
466
$15.2K ﹤0.01%
112
467
$15.2K ﹤0.01%
252
468
$14.7K ﹤0.01%
37
469
$14.6K ﹤0.01%
162
470
$14.2K ﹤0.01%
166
471
$14.1K ﹤0.01%
206
472
$14K ﹤0.01%
+25
473
$13.7K ﹤0.01%
108
474
$13.3K ﹤0.01%
83
475
$12.9K ﹤0.01%
100
17 18
19
20 21