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
551
$9K ﹤0.01%
1,000
552
$9K ﹤0.01%
50
553
$9K ﹤0.01%
+170
554
$9K ﹤0.01%
100
555
$9K ﹤0.01%
256
556
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198
557
$8K ﹤0.01%
150
558
$8K ﹤0.01%
145
559
$8K ﹤0.01%
2,500
560
$8K ﹤0.01%
+52
561
$8K ﹤0.01%
200
562
$8K ﹤0.01%
70
563
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100
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100
566
$7K ﹤0.01%
135
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567
$7K ﹤0.01%
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568
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700
569
$7K ﹤0.01%
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570
$6K ﹤0.01%
150
571
$6K ﹤0.01%
100
-3,735
572
$6K ﹤0.01%
650
573
$6K ﹤0.01%
260
574
$6K ﹤0.01%
154
575
$6K ﹤0.01%
200
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