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
26
$145M 1.25%
219,463
-1,197
27
$142M 1.22%
1,295,854
-15,962
28
$126M 1.08%
189,575
-434
29
$125M 1.08%
231,533
-5,642
30
$119M 1.03%
528,568
+44,382
31
$111M 0.95%
319,340
-4,652
32
$108M 0.93%
253,660
-880
33
$103M 0.88%
216,646
+332
34
$93.3M 0.8%
347,714
-2,209
35
$89.3M 0.77%
892,496
-6,411
36
$85.6M 0.74%
167,527
+15,254
37
$72.6M 0.62%
106,091
-3,390
38
$70M 0.6%
412,538
-10,792
39
$68.1M 0.59%
797,055
-8,025
40
$65.3M 0.56%
500,618
+153
41
$64M 0.55%
267,070
-2,130
42
$63.4M 0.55%
249,312
-1,145
43
$61.4M 0.53%
812,253
-54,587
44
$57.5M 0.49%
134,459
-375
45
$54.3M 0.47%
526,018
+13,887
46
$43.8M 0.38%
190,446
-15,990
47
$43M 0.37%
281,131
-8,564
48
$42.6M 0.37%
386,693
-5,087
49
$42.4M 0.36%
247,871
-458
50
$39.8M 0.34%
406,545
-9,219
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2
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