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
326
$106K ﹤0.01%
14,839
327
$106K ﹤0.01%
2,976
328
$106K ﹤0.01%
1,010
-95
329
$105K ﹤0.01%
3,265
+1,085
330
$99K ﹤0.01%
8,285
+4,375
331
$96K ﹤0.01%
3,330
332
$96K ﹤0.01%
725
333
$96K ﹤0.01%
1,822
334
$95K ﹤0.01%
2,931
+160
335
$95K ﹤0.01%
2,127
336
$95K ﹤0.01%
3,896
-173
337
$95K ﹤0.01%
1,240
338
$92K ﹤0.01%
2,450
339
$92K ﹤0.01%
890
340
$92K ﹤0.01%
3,093
341
$91K ﹤0.01%
1,100
342
$90K ﹤0.01%
245
343
$90K ﹤0.01%
2,372
344
$89K ﹤0.01%
800
345
$89K ﹤0.01%
3,000
346
$88K ﹤0.01%
2,660
347
$87K ﹤0.01%
900
348
$87K ﹤0.01%
+6,117
349
$85K ﹤0.01%
1,010
+100
350
$85K ﹤0.01%
1,235
12 13
14
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