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
151
$1.02M 0.02%
19,587
152
$1.01M 0.02%
27,500
153
$1.01M 0.02%
174,855
-24,320
154
$995K 0.02%
6,520
155
– –
0
156
$984K 0.02%
11,367
157
$961K 0.02%
40,733
-2,881
158
$946K 0.02%
21,955
159
$935K 0.02%
10,935
160
$856K 0.02%
2,740
+1,025
161
$849K 0.02%
12,415
162
$838K 0.02%
17,189
-47
163
$832K 0.02%
6,954
164
$817K 0.02%
4,749
165
$813K 0.02%
10,521
-240
166
$812K 0.02%
15,771
+500
167
$789K 0.02%
18,312
-125
168
$789K 0.02%
14,292
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169
$783K 0.02%
23,044
170
$775K 0.02%
59,609
171
$755K 0.02%
22,617
+2,760
172
$723K 0.02%
16,000
173
$713K 0.01%
13,200
174
$711K 0.01%
9,782
-17,671
175
$696K 0.01%
10,243
5 6
7
8 9