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
601
$2K ﹤0.01%
138
602
$2K ﹤0.01%
125
603
$2K ﹤0.01%
40
604
$2K ﹤0.01%
172
605
$2K ﹤0.01%
66
606
$2K ﹤0.01%
41
607
$1K ﹤0.01%
43
608
$1K ﹤0.01%
41
609
$1K ﹤0.01%
200
610
$1K ﹤0.01%
36
611
– –
-620
612
– –
-6,119
613
– –
-1,512
614
$0 ﹤0.01%
3
615
– –
-1,100
616
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617
– –
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618
– –
-17,500
619
– –
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620
– –
-2,167
621
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-200
622
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623
$0 ﹤0.01%
14
624
– –
-350
625
– –
-8,644
22 23 24
25
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