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
76
$9.7M 0.08%
36,682
-511
77
$8.91M 0.08%
47,644
+142
78
$8.78M 0.08%
90,131
-1,034
79
$8.42M 0.07%
33,027
80
$8.31M 0.07%
176,522
-541
81
$7.96M 0.07%
9,855
+2,660
82
$7.68M 0.07%
6,781
83
$7.33M 0.06%
114,812
-3,880
84
$7.28M 0.06%
25,631
85
$7.25M 0.06%
22,199
-141
86
$7.05M 0.06%
23,725
-1,375
87
$6.91M 0.06%
247,739
-1,666
88
$6.8M 0.06%
11,342
+153
89
$6.28M 0.05%
30,989
-2
90
$5.98M 0.05%
58,244
-150
91
$5.89M 0.05%
14,823
-2,136
92
$5.6M 0.05%
32,392
-85
93
$5.56M 0.05%
11,485
94
$5.54M 0.05%
22,256
-680
95
$5.4M 0.05%
13,513
96
$5.39M 0.05%
7,004
97
$5.27M 0.05%
14,473
-99
98
$5.18M 0.04%
21,032
+15,525
99
$5.1M 0.04%
22,574
-785
100
$5.05M 0.04%
44,577
-2,616
2 3
4
5 6