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
76
$7.25M 0.18%
118,036
-1,081
77
$7.12M 0.18%
111,026
+84,826
78
$6.92M 0.18%
265,799
-73,499
79
$6.08M 0.16%
43,609
-10,835
80
$6.07M 0.15%
53,223
+1,725
81
$5.96M 0.15%
88,654
-5,299
82
$5.76M 0.15%
59,692
-6,156
83
$5.7M 0.15%
42,540
-435
84
$5.32M 0.14%
34,186
-2,797
85
$5.24M 0.13%
57,082
-16,903
86
$5.09M 0.13%
77,340
+13,115
87
$5.01M 0.13%
474,836
-1,600
88
$4.81M 0.12%
788,789
-30,400
89
$4.67M 0.12%
85,979
-1,922
90
$4.6M 0.12%
663,459
-7,904
91
$4.55M 0.12%
67,123
92
$4.41M 0.11%
70,334
93
$4.29M 0.11%
76,255
-215
94
$4.15M 0.11%
88,605
-3,180
95
$3.89M 0.1%
69,798
-252
96
$3.84M 0.1%
29,606
+16,965
97
$3.78M 0.1%
93,462
-8,250
98
$3.75M 0.1%
136,660
-2,951
99
$3.61M 0.09%
59,444
-1,655
100
$3.36M 0.09%
62,324
-61,806
2 3
4
5 6