LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
1
$200M 5.11%
2,142,822
-11,866
2
$169M 4.31%
5,102,238
-486
3
$151M 3.84%
3,634,618
-64,842
4
$128M 3.27%
1,273,716
-16,481
5
$123M 3.13%
1,283,831
-2,920
6
$118M 3.01%
1,471,202
-19,501
7
$115M 2.94%
1,993,265
+28,726
8
$112M 2.85%
2,756,366
-54,694
9
$107M 2.72%
1,856,927
+168,672
10
$100M 2.56%
1,535,156
-17,487
11
$93.3M 2.38%
3,406,054
-101,226
12
$87.8M 2.24%
1,257,005
+3,921
13
$86.9M 2.22%
931,172
+181,570
14
$86.7M 2.21%
1,042,171
-5,596
15
$81.1M 2.07%
925,977
+8,423
16
$80.4M 2.05%
1,316,278
+11,447
17
$79.5M 2.03%
1,851,688
-17,687
18
$77.1M 1.97%
644,705
+5,886
19
$73.9M 1.89%
1,379,132
+12,598
20
$72.2M 1.84%
1,471,220
-5,106
21
$67.7M 1.73%
584,770
-1,332
22
$67.3M 1.72%
590,243
+6,673
23
$65.5M 1.67%
837,079
-11,168
24
$65M 1.66%
2,072,184
-23,976
25
$62.9M 1.6%
1,424,759
-11,362
1
2 3 4 5