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
$4.49B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$16.4M
3
+$10.3M
4
DHR icon
Danaher
DHR
+$8.72M
5
SBUX icon
Starbucks
SBUX
+$8.08M

Top Sells

1
+$10.3M
2
+$8.64M
3
+$5.07M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$3.48M
5
FISV
Fiserv Inc
FISV
+$2.45M

Sector Composition

1 Technology 23.07%
2 Healthcare 17.68%
3 Consumer Staples 12.48%
4 Consumer Discretionary 10%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$236K 0.01%
6,768
+320
252
$228K 0.01%
3,550
-145
253
$227K 0.01%
3,673
-1,547
254
$225K 0.01%
6,484
255
$222K ﹤0.01%
3,990
256
$218K ﹤0.01%
4,270
+105
257
$214K ﹤0.01%
5,200
258
$214K ﹤0.01%
5,632
259
$211K ﹤0.01%
15,500
260
$210K ﹤0.01%
15,536
261
$209K ﹤0.01%
5,285
-2,725
262
$207K ﹤0.01%
13,232
263
$207K ﹤0.01%
3,066
+300
264
$206K ﹤0.01%
4,950
265
$203K ﹤0.01%
4,875
266
$203K ﹤0.01%
2,467
267
$202K ﹤0.01%
10,443
-485
268
$200K ﹤0.01%
1,550
269
– –
0
270
$194K ﹤0.01%
5,050
-181
271
$188K ﹤0.01%
1,800
272
$185K ﹤0.01%
2,105
273
$183K ﹤0.01%
2,644
274
$181K ﹤0.01%
4,105
+130
275
$180K ﹤0.01%
3,450
9 10
11
12 13