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
276
$180K ﹤0.01%
1,400
277
$178K ﹤0.01%
2,480
278
$177K ﹤0.01%
4,960
279
$176K ﹤0.01%
7,972
-15
280
$174K ﹤0.01%
3,625
281
$173K ﹤0.01%
1,375
282
$173K ﹤0.01%
13,950
+20
283
$172K ﹤0.01%
1,014
-791
284
$171K ﹤0.01%
1,981
+67
285
$169K ﹤0.01%
6,784
286
$165K ﹤0.01%
3,015
287
$164K ﹤0.01%
430
288
$163K ﹤0.01%
1,100
289
$163K ﹤0.01%
2,570
-1,339
290
$161K ﹤0.01%
4,680
291
$160K ﹤0.01%
3,300
292
$156K ﹤0.01%
2,249
-25
293
$155K ﹤0.01%
960
294
$153K ﹤0.01%
1,650
295
$152K ﹤0.01%
2,600
296
$150K ﹤0.01%
6,400
297
$150K ﹤0.01%
1,574
-45
298
$150K ﹤0.01%
3,475
299
$149K ﹤0.01%
1,610
300
$144K ﹤0.01%
2,295
10 11
12
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