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
201
$653K 0.01%
725
-6
202
$627K 0.01%
4,600
-31
203
$588K 0.01%
3,226
204
$587K 0.01%
6,238
+296
205
$581K 0.01%
5,375
206
$570K ﹤0.01%
10,000
207
$559K ﹤0.01%
10,458
208
$547K ﹤0.01%
2,694
209
$546K ﹤0.01%
9,723
-228
210
$536K ﹤0.01%
2,354
211
$524K ﹤0.01%
8,100
+305
212
$516K ﹤0.01%
1,155
213
$513K ﹤0.01%
2,317
+113
214
$508K ﹤0.01%
14,741
215
$507K ﹤0.01%
3,206
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216
$498K ﹤0.01%
7,386
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217
$497K ﹤0.01%
1,662
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218
$476K ﹤0.01%
6,013
219
$473K ﹤0.01%
2,517
220
$454K ﹤0.01%
7,100
-7,471
221
$450K ﹤0.01%
2,272
-465
222
$438K ﹤0.01%
2,665
223
$430K ﹤0.01%
1,406
-31,920
224
$424K ﹤0.01%
1,533
-257
225
$418K ﹤0.01%
7,070
-1,150
7 8
9
10 11