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
101
$4.99M 0.04%
28,557
-454
102
$4.52M 0.04%
30,547
103
$4.42M 0.04%
21,880
+884
104
$4.41M 0.04%
7,684
+6
105
$4.32M 0.04%
21,566
106
$4.26M 0.04%
43,552
+91
107
$4.19M 0.04%
56,702
-208
108
$3.96M 0.03%
15,234
-911
109
$3.82M 0.03%
19,953
110
$3.7M 0.03%
53,412
-5,686
111
$3.56M 0.03%
5
112
$3.53M 0.03%
19,864
113
$3.35M 0.03%
24,497
114
$3.17M 0.03%
7,862
-985
115
$3.08M 0.03%
15,260
116
$2.97M 0.03%
5,031
-143
117
$2.94M 0.03%
49,812
-560
118
$2.81M 0.02%
5,465
+95
119
$2.81M 0.02%
5,392
-209
120
$2.76M 0.02%
47,411
-1,100
121
$2.75M 0.02%
12,269
-78
122
$2.75M 0.02%
17,858
-353
123
$2.74M 0.02%
102,089
-1,226
124
$2.71M 0.02%
13,936
125
$2.71M 0.02%
47,883
+47,874
3 4
5
6 7