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
201
$503K 0.01%
41,600
+100
202
$499K 0.01%
7,928
203
$478K 0.01%
6,125
204
$467K 0.01%
14,000
205
$465K 0.01%
7,824
-6,000
206
$462K 0.01%
88,871
-1,616
207
$461K 0.01%
6,007
208
$454K 0.01%
4,525
209
$451K 0.01%
6,068
-450
210
$449K 0.01%
5,051
211
$447K 0.01%
28,005
+17,005
212
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5,200
213
$431K 0.01%
6,200
+2,000
214
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10,553
-609
215
$408K 0.01%
19,275
-1,240
216
$408K 0.01%
12,000
217
$407K 0.01%
33,154
218
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2,150
-1,158
219
$396K 0.01%
1,558
-95
220
$395K 0.01%
3,275
221
$392K 0.01%
4,095
222
$370K 0.01%
11,128
-417
223
$365K 0.01%
1,566
224
$363K 0.01%
8,400
225
$356K 0.01%
11,448
7 8
9
10 11