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
201
$424K 0.01%
9,185
202
$422K 0.01%
6,711
203
$416K 0.01%
8,809
204
$413K 0.01%
2,000
205
$413K 0.01%
3,152
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206
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5,110
207
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3,244
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208
$387K 0.01%
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209
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4,600
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210
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211
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2,010
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212
$373K 0.01%
13,282
+6,498
213
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12,500
214
$367K 0.01%
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215
$367K 0.01%
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216
$366K 0.01%
3,335
217
$366K 0.01%
10,000
218
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18,405
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219
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220
$331K 0.01%
17,075
221
$321K 0.01%
81,234
222
$317K 0.01%
10,135
223
$317K 0.01%
1,275
224
$315K 0.01%
8,400
225
$314K 0.01%
5,480
-3,441
7 8
9
10 11