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
151
$1.07M 0.03%
929
152
$1.05M 0.03%
18,570
153
$1.03M 0.03%
38,383
-2,721
154
$1.03M 0.03%
7,416
155
$1M 0.03%
15,073
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156
$984K 0.03%
17,655
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157
$957K 0.02%
89,225
158
$957K 0.02%
10,056
159
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60,680
160
$892K 0.02%
36,798
161
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58,050
162
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9,395
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163
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165
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8,050
166
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23,985
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167
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169
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27,465
170
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6,330
173
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5,265
174
$710K 0.02%
41,715
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175
$699K 0.02%
19,533
5 6
7
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