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
126
$1.74M 0.04%
26,160
-2,680
127
$1.65M 0.03%
929
128
$1.65M 0.03%
7,004
+686
129
$1.64M 0.03%
55,547
130
$1.56M 0.03%
29,559
-400
131
$1.54M 0.03%
8,687
132
$1.5M 0.03%
23,122
-480
133
$1.5M 0.03%
6
134
$1.46M 0.03%
17,655
135
$1.4M 0.03%
44,542
-936
136
$1.38M 0.03%
5,912
-2,021
137
$1.36M 0.03%
21,833
+350
138
$1.31M 0.03%
11,055
+700
139
$1.28M 0.03%
11,292
-695
140
$1.25M 0.03%
13,940
141
$1.23M 0.03%
7,330
+535
142
$1.22M 0.03%
18,839
143
$1.17M 0.02%
23,640
144
$1.17M 0.02%
6,010
145
$1.16M 0.02%
27,524
146
$1.13M 0.02%
8,522
+7,855
147
$1.11M 0.02%
14,072
148
$1.11M 0.02%
6,712
-1,054
149
$1.11M 0.02%
17,683
-199
150
$1.04M 0.02%
57,675
4 5
6
7 8