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
476
$26K ﹤0.01%
883
477
$26K ﹤0.01%
188
478
$24K ﹤0.01%
1,800
479
$24K ﹤0.01%
1,052
480
$24K ﹤0.01%
500
481
$24K ﹤0.01%
481
482
$23K ﹤0.01%
2,275
483
$22K ﹤0.01%
260
484
$22K ﹤0.01%
100
485
$21K ﹤0.01%
+500
486
$21K ﹤0.01%
350
487
$21K ﹤0.01%
175
488
$21K ﹤0.01%
373
489
$21K ﹤0.01%
300
490
$21K ﹤0.01%
198
491
$20K ﹤0.01%
975
492
$20K ﹤0.01%
250
493
$19K ﹤0.01%
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494
$19K ﹤0.01%
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495
$19K ﹤0.01%
480
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496
$19K ﹤0.01%
360
497
$19K ﹤0.01%
270
498
$18K ﹤0.01%
250
499
$18K ﹤0.01%
1,166
500
$18K ﹤0.01%
538
18 19
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