LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
51
$17.3M 0.44%
136,472
-12,338
52
$17M 0.43%
175,613
-135,290
53
$16.9M 0.43%
218,071
-10,239
54
$14.4M 0.37%
475,068
+1,080
55
$14M 0.36%
144,965
-610
56
$14M 0.36%
375,905
+412
57
$13.4M 0.34%
158,914
-7,393
58
$13.2M 0.34%
666,577
-7,952
59
$13M 0.33%
114,214
-538
60
$12.9M 0.33%
116,152
-776
61
$12.3M 0.31%
341,187
-20,074
62
$11.8M 0.3%
225,760
+100
63
$11.6M 0.3%
131,252
-1,552
64
$11.5M 0.29%
293,156
-6,908
65
$11.4M 0.29%
183,627
+9,150
66
$10.6M 0.27%
268,624
+850
67
$9.12M 0.23%
187,551
-5,545
68
$8.99M 0.23%
91,554
+2,734
69
$8.54M 0.22%
73,593
-1,153
70
$8.43M 0.22%
180,252
-590
71
$8.23M 0.21%
270,663
-57,929
72
$7.91M 0.2%
178,726
-29,040
73
$7.65M 0.2%
99,353
-2,341
74
$7.49M 0.19%
58,039
-2,017
75
$7.45M 0.19%
165,472
-8,117