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
176
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-28,959
177
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185
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186
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188
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190
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195
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196
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198
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199
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2,680
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200
$424K 0.01%
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