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
501
$18K ﹤0.01%
1,770
502
$18K ﹤0.01%
418
503
$18K ﹤0.01%
+400
504
$18K ﹤0.01%
750
505
$17K ﹤0.01%
350
506
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100
507
$17K ﹤0.01%
1,300
508
$17K ﹤0.01%
500
509
$17K ﹤0.01%
+200
510
$17K ﹤0.01%
705
+678
511
$16K ﹤0.01%
+700
512
$16K ﹤0.01%
600
-3,100
513
$15K ﹤0.01%
280
514
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318
515
$15K ﹤0.01%
300
516
$15K ﹤0.01%
352
517
$15K ﹤0.01%
4,500
518
$15K ﹤0.01%
160
-22
519
$15K ﹤0.01%
600
520
$15K ﹤0.01%
208
521
$14K ﹤0.01%
500
522
$14K ﹤0.01%
800
523
$14K ﹤0.01%
298
524
$14K ﹤0.01%
150
-10
525
$14K ﹤0.01%
430
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