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
126
$2.61M 0.02%
7,476
127
$2.45M 0.02%
525
+235
128
$2.42M 0.02%
+15,000
129
$2.41M 0.02%
24,013
-3,902
130
$2.21M 0.02%
7,987
131
$2.08M 0.02%
3,771
-320
132
$2M 0.02%
98,361
-84,197
133
$1.95M 0.02%
6,164
-626
134
$1.95M 0.02%
25,435
-395
135
$1.95M 0.02%
6,608
136
$1.93M 0.02%
7,612
-1,215
137
$1.87M 0.02%
+79,374
138
$1.84M 0.02%
3,394
-189
139
$1.77M 0.02%
22,980
-2,356
140
$1.72M 0.01%
5,225
-45
141
$1.66M 0.01%
2,748
+350
142
$1.54M 0.01%
7,920
143
$1.52M 0.01%
74,709
-11,060
144
$1.49M 0.01%
3,389
+143
145
$1.48M 0.01%
9,498
-50
146
$1.39M 0.01%
8,243
-680
147
$1.39M 0.01%
752
148
$1.37M 0.01%
9,617
149
$1.33M 0.01%
17,225
-1,811
150
$1.3M 0.01%
7,400
4 5
6
7 8