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
51
$22.6M 0.47%
377,593
-1,500
52
$21.4M 0.45%
165,437
-783
53
$19.9M 0.42%
213,933
+200
54
$19.9M 0.42%
471,731
+33,435
55
$18.7M 0.39%
311,752
-29,129
56
$18.6M 0.39%
986,992
+116
57
$18.1M 0.38%
419,365
-1,684
58
$17.1M 0.36%
142,778
+560
59
$16.5M 0.34%
112,317
-1,401
60
$15.6M 0.33%
236,477
-3,195
61
$14.8M 0.31%
178,620
-3,039
62
$14.2M 0.3%
104,728
-5,725
63
$14.1M 0.29%
271,632
-5,164
64
$13.7M 0.29%
239,251
-2,782
65
$13.1M 0.27%
163,957
+76,388
66
$11M 0.23%
259,415
-1,635
67
$10.8M 0.23%
65,820
+41,174
68
$10.3M 0.22%
50,548
+7,631
69
$10.1M 0.21%
375,412
+5,318
70
$9.89M 0.21%
308,919
-35,695
71
$9.52M 0.2%
101,432
-379
72
$9.19M 0.19%
57,438
-1,857
73
$8.85M 0.18%
297,647
-3,740
74
$8.31M 0.17%
71,886
-5,798
75
$8.09M 0.17%
61,085
-735
1 2
3
4 5