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
101
$3.33M 0.09%
8,254
102
$3.25M 0.08%
51,536
+1,040
103
$3.23M 0.08%
28,719
+44
104
$3.02M 0.08%
24,231
-165
105
$2.81M 0.07%
129,540
-1,580
106
$2.81M 0.07%
32,145
-75
107
$2.77M 0.07%
87,041
-1,978
108
$2.77M 0.07%
117,009
-2,577
109
$2.63M 0.07%
41,462
110
$2.58M 0.07%
27,417
+10,625
111
$2.13M 0.05%
100,732
112
$1.98M 0.05%
21,470
113
$1.95M 0.05%
22,625
-1,070
114
$1.9M 0.05%
9,246
-2,025
115
$1.88M 0.05%
34,176
-1,200
116
$1.81M 0.05%
15,272
-2,730
117
$1.78M 0.05%
26,619
-1,250
118
$1.72M 0.04%
22,141
-7
119
$1.69M 0.04%
29,635
-121
120
$1.65M 0.04%
54,758
121
$1.62M 0.04%
11,727
-1
122
$1.62M 0.04%
13,925
123
$1.59M 0.04%
19,484
-55
124
$1.56M 0.04%
28,840
125
$1.55M 0.04%
14,587
-172