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
26
$59.2M 1.24%
472,693
+2,692
27
$58.8M 1.23%
1,549,548
+95,401
28
$55.8M 1.17%
627,829
+43,497
29
$55.3M 1.16%
490,149
+14,627
30
$52.2M 1.09%
345,256
-191
31
$51M 1.07%
1,753,466
+41,593
32
$49.9M 1.04%
482,090
-1,725
33
$49.4M 1.03%
435,951
+10,695
34
$46M 0.96%
825,066
+30,245
35
$44.9M 0.94%
2,617,414
-289,704
36
$42.4M 0.89%
298,745
+82,767
37
$41.7M 0.87%
613,422
-101,434
38
$41.1M 0.86%
648,230
+256,933
39
$40.3M 0.84%
360,653
-12,567
40
$38.9M 0.81%
676,388
+102,623
41
$38.3M 0.8%
146,187
-1,271
42
$37.2M 0.78%
474,412
-3,443
43
$37.1M 0.78%
222,826
+1,515
44
$34.2M 0.72%
239,749
-3,128
45
$27M 0.56%
175,973
+1,246
46
$24.4M 0.51%
230,572
-3,030
47
$24.4M 0.51%
205,690
-377,159
48
$24.1M 0.5%
155,795
-23,190
49
$23.7M 0.49%
570,920
-1,860
50
$22.8M 0.48%
613,035
-11,738
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