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
351
$85K ﹤0.01%
900
352
$84K ﹤0.01%
1,200
353
$82K ﹤0.01%
100,000
+50,000
354
$79K ﹤0.01%
950
355
$79K ﹤0.01%
667
356
$77K ﹤0.01%
2,158
357
$77K ﹤0.01%
3,700
358
$77K ﹤0.01%
2,500
359
$76K ﹤0.01%
1,000
360
$75K ﹤0.01%
2,090
361
$74K ﹤0.01%
1,544
362
$73K ﹤0.01%
4,800
363
$72K ﹤0.01%
1,000
364
$71K ﹤0.01%
1,352
365
$71K ﹤0.01%
1,350
366
$71K ﹤0.01%
2,734
367
$70K ﹤0.01%
396
368
$70K ﹤0.01%
2,342
369
$68K ﹤0.01%
5,345
370
$67K ﹤0.01%
1,500
371
$67K ﹤0.01%
763
372
$67K ﹤0.01%
1,376
373
$67K ﹤0.01%
+2,570
374
$66K ﹤0.01%
5,475
375
$66K ﹤0.01%
1,188
13 14
15
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