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
501
$6.71K ﹤0.01%
100
502
$6.29K ﹤0.01%
1,803
503
$6.25K ﹤0.01%
17
-12
504
$6.12K ﹤0.01%
80
505
$6.04K ﹤0.01%
1,300
506
$5.85K ﹤0.01%
20
507
$5.49K ﹤0.01%
73
508
$5.31K ﹤0.01%
570
509
$5.11K ﹤0.01%
90
-3,094
510
$4.87K ﹤0.01%
105
511
$4.53K ﹤0.01%
150
512
$4.5K ﹤0.01%
1,000
513
$4.34K ﹤0.01%
400
514
$4.33K ﹤0.01%
17
515
$4.21K ﹤0.01%
35
516
$3.71K ﹤0.01%
191
517
$2.27K ﹤0.01%
592
518
$2.19K ﹤0.01%
530
519
$2.04K ﹤0.01%
3,000
520
$1.85K ﹤0.01%
71
-33
521
$1.66K ﹤0.01%
7
-20
522
$1.42K ﹤0.01%
12
523
$1.4K ﹤0.01%
20
-60
524
$1.39K ﹤0.01%
17
525
$1.17K ﹤0.01%
+24
19 20
21
22 23