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
151
$1.28M 0.01%
2,534
152
$1.24M 0.01%
12,790
-100
153
$1.23M 0.01%
16,000
154
$1.17M 0.01%
23,445
+3,020
155
$1.16M 0.01%
8,990
-75
156
$1.13M 0.01%
5,465
-9,745
157
$1.13M 0.01%
2,854
-6
158
$1.13M 0.01%
19,314
-160
159
$1.1M 0.01%
8,435
-740
160
$1.09M 0.01%
16,750
-2,218
161
$1.08M 0.01%
28,280
+6,303
162
$1.05M 0.01%
2,109
-25
163
$1.04M 0.01%
2,511
164
$1.04M 0.01%
17,775
165
$993K 0.01%
15,409
-435
166
$980K 0.01%
21,915
-115
167
$969K 0.01%
19,563
-125
168
$964K 0.01%
6,479
169
$963K 0.01%
715
170
$953K 0.01%
9,300
-766
171
$949K 0.01%
15,779
-6,479
172
$933K 0.01%
5,279
173
$928K 0.01%
15,056
-64
174
$905K 0.01%
5,275
175
$876K 0.01%
1,449
5 6
7
8 9