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
$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
1
$830M 7.14%
1,910,178
-14,765
2
$804M 6.92%
1,468,178
-18,326
3
$603M 5.19%
2,829,231
-34,270
4
$587M 5.05%
3,058,375
-17,471
5
$565M 4.86%
931,628
-4,971
6
$520M 4.47%
2,206,832
-10,131
7
$472M 4.06%
1,179,134
-7,054
8
$419M 3.61%
1,673,039
-6,752
9
$345M 2.97%
1,501,607
-22,949
10
$342M 2.94%
299,572
-3,189
11
$305M 2.62%
522,770
-2,615
12
$295M 2.54%
2,364,869
-27,459
13
$270M 2.32%
1,404,868
-24,948
14
$258M 2.22%
587,211
+2,471
15
$237M 2.04%
245,784
-2,957
16
$223M 1.92%
1,723,720
-6,058
17
$207M 1.78%
964,163
-4,006
18
$207M 1.78%
970,257
-12,120
19
$194M 1.67%
646,460
-3,362
20
$191M 1.65%
572,070
-4,507
21
$188M 1.62%
1,424,078
-43,468
22
$163M 1.4%
883,495
-26,494
23
$160M 1.37%
1,348,744
+63,733
24
$156M 1.34%
1,312,262
-26,592
25
$155M 1.34%
1,453,795
-9,361
1
2 3 4 5