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
$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
476
$27K ﹤0.01%
1,000
477
$27K ﹤0.01%
1,100
-50
478
$26K ﹤0.01%
+288
479
$25K ﹤0.01%
342
480
$23K ﹤0.01%
1,936
481
$23K ﹤0.01%
358
-310
482
$23K ﹤0.01%
3,600
483
$22K ﹤0.01%
500
484
$22K ﹤0.01%
+635
485
$22K ﹤0.01%
1,335
486
$21K ﹤0.01%
900
487
$21K ﹤0.01%
100
488
$21K ﹤0.01%
200
489
$21K ﹤0.01%
112
490
$20K ﹤0.01%
600
491
$20K ﹤0.01%
161
492
$20K ﹤0.01%
1,666
493
$19K ﹤0.01%
170
494
$19K ﹤0.01%
600
495
$18K ﹤0.01%
843
496
$18K ﹤0.01%
100
497
$18K ﹤0.01%
1,150
498
$17K ﹤0.01%
350
499
$17K ﹤0.01%
945
500
$17K ﹤0.01%
1,300
18 19
20
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