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
$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
1
$247M 5.16%
2,194,085
-9,591
2
$205M 4.28%
5,174,168
-56,454
3
$180M 3.76%
3,124,366
-35,086
4
$175M 3.65%
1,327,539
-6,901
5
$166M 3.46%
1,361,727
+73,973
6
$156M 3.27%
1,526,880
+899
7
$156M 3.25%
2,106,477
-25,257
8
$144M 3.01%
1,242,355
-22,265
9
$142M 2.97%
1,874,981
+47,112
10
$124M 2.59%
2,485,493
-16,154
11
$117M 2.46%
944,073
+49,400
12
$115M 2.4%
1,566,993
+2,097
13
$107M 2.24%
1,096,519
+36,125
14
$105M 2.19%
1,760,990
-8,304
15
$104M 2.17%
1,778,854
+9,024
16
$98.8M 2.06%
1,499,604
+41,871
17
$97.4M 2.04%
1,974,897
+14,431
18
$94.5M 1.97%
2,127,244
+40,103
19
$90.7M 1.9%
2,140,540
+248,220
20
$84M 1.76%
1,190,213
-35,554
21
$82M 1.71%
999,961
-25,136
22
$79M 1.65%
2,200,840
-32,356
23
$77.2M 1.61%
746,363
+6,902
24
$74.8M 1.56%
600,774
-1,895
25
$71.8M 1.5%
798,556
-8,403
1
2 3 4 5