LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
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
+$21.7M
2
+$17.5M
3
+$10.6M
4
DHR icon
Danaher
DHR
+$8.77M
5
SBUX icon
Starbucks
SBUX
+$8.06M

Top Sells

1
+$10.4M
2
+$8.76M
3
+$4.94M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$3.42M
5
FISV
Fiserv Inc
FISV
+$2.36M

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
301
$144K ﹤0.01%
4,598
302
$144K ﹤0.01%
4,320
303
$142K ﹤0.01%
18,800
+2,400
304
$142K ﹤0.01%
2,653
-762
305
$140K ﹤0.01%
19,855
306
$140K ﹤0.01%
2,040
-3,143
307
$138K ﹤0.01%
1,500
308
$137K ﹤0.01%
2,843
309
$135K ﹤0.01%
5,000
310
$135K ﹤0.01%
1,675
311
$135K ﹤0.01%
1,583
+33
312
$132K ﹤0.01%
3,000
313
$131K ﹤0.01%
840
314
$131K ﹤0.01%
2,000
315
$125K ﹤0.01%
3,166
-902
316
$124K ﹤0.01%
6,400
317
$124K ﹤0.01%
8,000
318
$115K ﹤0.01%
4,020
319
$115K ﹤0.01%
3,323
320
$115K ﹤0.01%
1,741
321
$110K ﹤0.01%
1,630
322
$109K ﹤0.01%
4,325
323
$108K ﹤0.01%
6,400
324
$107K ﹤0.01%
2,200
325
$107K ﹤0.01%
1,200
11 12
13
14 15