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
476
$12.9K ﹤0.01%
138
-57
477
$12.8K ﹤0.01%
37
478
$12.7K ﹤0.01%
183
479
$12.6K ﹤0.01%
1,019
480
$12.3K ﹤0.01%
585
481
$12K ﹤0.01%
208
482
$11.9K ﹤0.01%
146
-108
483
$11.3K ﹤0.01%
+542
484
$11.1K ﹤0.01%
1,202
485
$11.1K ﹤0.01%
1,086
486
$11K ﹤0.01%
30
487
$10.6K ﹤0.01%
1,610
-770
488
$10.3K ﹤0.01%
400
489
$9.51K ﹤0.01%
+400
490
$9.1K ﹤0.01%
950
491
$8.79K ﹤0.01%
460
492
$8.78K ﹤0.01%
178
493
$8.47K ﹤0.01%
1,000
494
$8.41K ﹤0.01%
186
-740
495
$8.22K ﹤0.01%
200
496
$7.9K ﹤0.01%
38
497
$7.68K ﹤0.01%
48
498
$7.29K ﹤0.01%
175
499
$7.06K ﹤0.01%
87
500
$6.94K ﹤0.01%
120
18 19
20
21 22