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
76
$8.07M 0.17%
70,334
77
$7.96M 0.17%
162,961
78
$7.86M 0.16%
121,682
-253
79
$7.79M 0.16%
99,818
-17,756
80
$7.75M 0.16%
214,907
-11,483
81
$7.44M 0.16%
69,294
-195
82
$7.29M 0.15%
111,807
-2,877
83
$6.84M 0.14%
102,822
-551
84
$6.64M 0.14%
200,259
-3,155
85
$6.04M 0.13%
99,612
-446
86
$5.93M 0.12%
51,301
87
$5.85M 0.12%
139,814
-10,231
88
$5.83M 0.12%
205,878
-13,618
89
$5.71M 0.12%
31,883
90
$5.55M 0.12%
125,200
+7,700
91
$5.28M 0.11%
89,587
-555
92
$5.11M 0.11%
86,547
93
$5.09M 0.11%
58,009
-5,056
94
$4.84M 0.1%
93,530
-20,854
95
$4.39M 0.09%
129,929
+395
96
$3.97M 0.08%
49,389
-320
97
$3.91M 0.08%
78,451
-2,310
98
$3.8M 0.08%
34,911
-6,822
99
$3.8M 0.08%
68,204
+674
100
$3.64M 0.08%
23,371
-630
2 3
4
5 6