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
376
$62K ﹤0.01%
8,376
+3,450
377
$59K ﹤0.01%
800
378
$58K ﹤0.01%
+575
379
$58K ﹤0.01%
1,075
380
$57K ﹤0.01%
1,250
381
$56K ﹤0.01%
3,120
382
$56K ﹤0.01%
+1,500
383
$56K ﹤0.01%
475
-200
384
$55K ﹤0.01%
750
385
$55K ﹤0.01%
1,273
386
$53K ﹤0.01%
3,666
387
$51K ﹤0.01%
1,200
388
$51K ﹤0.01%
1,437
389
$51K ﹤0.01%
1,245
390
$50K ﹤0.01%
676
391
$50K ﹤0.01%
462
392
$48K ﹤0.01%
22,542
393
$48K ﹤0.01%
339
-100
394
$47K ﹤0.01%
1,444
395
$47K ﹤0.01%
870
396
$47K ﹤0.01%
1,000
397
$47K ﹤0.01%
2,234
398
$47K ﹤0.01%
635
399
$46K ﹤0.01%
765
400
$46K ﹤0.01%
559
14 15
16
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