LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
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
+$17.1M
2
+$11.1M
3
+$10.4M
4
AMT icon
American Tower
AMT
+$8.14M
5
AMGN icon
Amgen
AMGN
+$6.84M

Top Sells

1
+$44.3M
2
+$7.13M
3
+$6.42M
4
NVO icon
Novo Nordisk
NVO
+$5.04M
5
IDXX icon
Idexx Laboratories
IDXX
+$3.2M

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
526
$14K ﹤0.01%
150
-10
527
$14K ﹤0.01%
430
528
$13K ﹤0.01%
450
529
$13K ﹤0.01%
600
530
$13K ﹤0.01%
1,122
531
$13K ﹤0.01%
+200
532
$13K ﹤0.01%
740
533
$13K ﹤0.01%
741
534
$13K ﹤0.01%
265
535
$13K ﹤0.01%
700
536
$13K ﹤0.01%
781
537
$12K ﹤0.01%
+700
538
$12K ﹤0.01%
843
539
$12K ﹤0.01%
100
540
$12K ﹤0.01%
252
541
$12K ﹤0.01%
572
542
$12K ﹤0.01%
+363
543
$12K ﹤0.01%
375
544
$12K ﹤0.01%
200
545
$11K ﹤0.01%
1,000
546
$11K ﹤0.01%
200
547
$11K ﹤0.01%
722
548
$11K ﹤0.01%
+600
549
$10K ﹤0.01%
225
550
$10K ﹤0.01%
86
20 21
22
23 24