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
101
$3.58M 0.07%
63,830
-235
102
$3.46M 0.07%
109,452
-880
103
$3.34M 0.07%
57,109
-520
104
$3.33M 0.07%
241,275
+2,875
105
$3.25M 0.07%
252,584
-101,480
106
$3.09M 0.06%
18,562
-3,112
107
$3.04M 0.06%
23,390
+16,700
108
$2.82M 0.06%
86,839
-84
109
$2.61M 0.05%
108,666
-504
110
$2.58M 0.05%
18,897
111
$2.57M 0.05%
31,391
+19,497
112
$2.56M 0.05%
22,879
-1,800
113
$2.32M 0.05%
8,484
+700
114
$2.19M 0.05%
30,631
-145
115
$2.15M 0.04%
44,036
+2,800
116
$2.09M 0.04%
21,550
117
$2.03M 0.04%
26,001
+1,025
118
$1.98M 0.04%
24,047
119
$1.91M 0.04%
35,015
-1,214
120
$1.89M 0.04%
37,880
121
$1.87M 0.04%
49,729
-205
122
$1.82M 0.04%
11,707
123
$1.76M 0.04%
112,212
124
$1.74M 0.04%
17,770
125
$1.74M 0.04%
13,225
3 4
5
6 7