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
$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
126
$1.55M 0.04%
38,080
+2,580
127
$1.53M 0.04%
12,805
-2,305
128
$1.52M 0.04%
9,918
129
$1.5M 0.04%
83,660
+41,175
130
$1.47M 0.04%
6,907
-1,095
131
$1.43M 0.04%
7
132
$1.42M 0.04%
35,808
-2,560
133
$1.39M 0.04%
22,327
134
$1.39M 0.04%
18,716
-5,464
135
$1.37M 0.03%
18,775
136
$1.37M 0.03%
22,100
137
$1.36M 0.03%
25,308
-450
138
$1.33M 0.03%
31,810
139
$1.32M 0.03%
7,646
-570
140
$1.28M 0.03%
33,479
-585
141
$1.28M 0.03%
7,500
-550
142
$1.27M 0.03%
39,647
143
$1.27M 0.03%
112,212
144
$1.26M 0.03%
25,871
-125
145
$1.26M 0.03%
15,600
146
$1.25M 0.03%
9,750
+1,710
147
$1.24M 0.03%
5,340
-40
148
$1.23M 0.03%
27,770
149
$1.12M 0.03%
10,475
-3,950
150
$1.1M 0.03%
11,353
+40
4 5
6
7 8