LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
26
$62.4M 1.59%
640,318
-5,500
27
$60.7M 1.55%
968,766
-491,182
28
$59M 1.51%
503,983
+133,800
29
$56.6M 1.45%
1,149,779
+312,530
30
$54M 1.38%
1,622,257
-4,879
31
$49.8M 1.27%
379,935
+5,727
32
$42M 1.07%
1,574,400
+28,467
33
$41.3M 1.05%
365,285
+16,026
34
$39.2M 1%
419,942
-13,486
35
$33.3M 0.85%
261,333
-6,967
36
$33.1M 0.84%
413,047
-377
37
$33M 0.84%
139,454
-18,274
38
$30.9M 0.79%
460,041
+3,415
39
$29M 0.74%
536,934
+2,856
40
$26.7M 0.68%
254,724
-755
41
$25M 0.64%
451,686
-6,280
42
$25M 0.64%
482,492
-3,925
43
$24.5M 0.63%
180,187
+1,044
44
$24M 0.61%
772,380
-61,418
45
$22.8M 0.58%
130,408
-2,824
46
$20.3M 0.52%
866,030
-36,598
47
$19.9M 0.51%
208,900
-37,457
48
$19M 0.48%
116,860
-2,670
49
$17.8M 0.45%
186,516
+20,005
50
$17.3M 0.44%
271,896
+56,346
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