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
526
$13K ﹤0.01%
260
527
$13K ﹤0.01%
625
528
$13K ﹤0.01%
250
529
$13K ﹤0.01%
35,375
530
$12K ﹤0.01%
336
-19
531
$12K ﹤0.01%
725
532
$12K ﹤0.01%
300
533
$12K ﹤0.01%
120
534
$12K ﹤0.01%
500
535
$12K ﹤0.01%
280
536
$11K ﹤0.01%
1,195
537
$11K ﹤0.01%
+65
538
$11K ﹤0.01%
100
539
$11K ﹤0.01%
130
540
$11K ﹤0.01%
100
541
$10K ﹤0.01%
225
542
$10K ﹤0.01%
250
543
$10K ﹤0.01%
+232
544
$10K ﹤0.01%
300
545
$10K ﹤0.01%
54
546
$10K ﹤0.01%
300
-300
547
$10K ﹤0.01%
200
548
$10K ﹤0.01%
741
549
$10K ﹤0.01%
445
550
$9K ﹤0.01%
1,000
20 21
22
23 24