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
$11.6B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.79M
3
+$7.55M
4
NVO icon
Novo Nordisk
NVO
+$7.14M
5
DKS icon
Dick's Sporting Goods
DKS
+$3.83M

Top Sells

1
+$10M
2
+$9.76M
3
+$7.3M
4
MSFT icon
Microsoft
MSFT
+$6.42M
5
EOG icon
EOG Resources
EOG
+$5.74M

Sector Composition

1 Technology 38.56%
2 Healthcare 16.29%
3 Consumer Discretionary 11.3%
4 Financials 10.86%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.7M 0.34%
184,307
+530
52
$38.2M 0.33%
102,329
-691
53
$36.7M 0.32%
189,628
-878
54
$35.6M 0.31%
121,578
+1,447
55
$35.2M 0.3%
227,781
-12,985
56
$28.7M 0.25%
41,522
-4,976
57
$25.2M 0.22%
286,139
-239
58
$21.1M 0.18%
144,169
-497
59
$21M 0.18%
44,186
-677
60
$20.9M 0.18%
78,659
-1,708
61
$20.8M 0.18%
33,379
-201
62
$19.5M 0.17%
215,595
-14,534
63
$18.3M 0.16%
64,837
-238
64
$16.9M 0.15%
34,587
-126
65
$14.6M 0.13%
71,169
66
$12.9M 0.11%
252,920
67
$12.9M 0.11%
52,350
-1,315
68
$12.5M 0.11%
424,116
-16,192
69
$11.4M 0.1%
113,995
+1,203
70
$11.2M 0.1%
122,872
-1,602
71
$11.2M 0.1%
71,025
-594
72
$11.1M 0.1%
45,106
+247
73
$10.4M 0.09%
59,005
-1,071
74
$10.4M 0.09%
82,963
-4,169
75
$9.95M 0.09%
113,688
+81,557
1 2
3
4 5