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
576
$6K ﹤0.01%
361
577
$6K ﹤0.01%
200
578
$6K ﹤0.01%
+249
579
$5K ﹤0.01%
697
580
$5K ﹤0.01%
126
581
$5K ﹤0.01%
200
582
$5K ﹤0.01%
341
583
$4K ﹤0.01%
133
-80
584
$4K ﹤0.01%
50
585
$4K ﹤0.01%
165
586
$4K ﹤0.01%
213
587
$4K ﹤0.01%
+325
588
$4K ﹤0.01%
201
589
$4K ﹤0.01%
300
590
$4K ﹤0.01%
325
591
$4K ﹤0.01%
189
592
$4K ﹤0.01%
100
593
$3K ﹤0.01%
7
594
$3K ﹤0.01%
100
595
$3K ﹤0.01%
33
-100
596
$3K ﹤0.01%
3
597
$3K ﹤0.01%
33
598
$2K ﹤0.01%
90
599
$2K ﹤0.01%
104
-386
600
$2K ﹤0.01%
40
22 23
24
25 26