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
401
$46K ﹤0.01%
300
402
$46K ﹤0.01%
850
403
$45K ﹤0.01%
840
404
$45K ﹤0.01%
514
405
$43K ﹤0.01%
942
-300
406
$43K ﹤0.01%
800
407
$43K ﹤0.01%
1,000
408
$42K ﹤0.01%
1,200
409
$41K ﹤0.01%
666
410
$41K ﹤0.01%
1,500
411
$41K ﹤0.01%
5,000
412
$40K ﹤0.01%
+1,054
413
$39K ﹤0.01%
1,136
414
$39K ﹤0.01%
926
415
$39K ﹤0.01%
7,569
-2
416
$38K ﹤0.01%
1,279
417
$38K ﹤0.01%
2,316
418
$38K ﹤0.01%
1,000
419
$38K ﹤0.01%
500
420
$37K ﹤0.01%
1,200
-900
421
$37K ﹤0.01%
3,950
422
$37K ﹤0.01%
625
423
$36K ﹤0.01%
3,000
424
$35K ﹤0.01%
200
425
$35K ﹤0.01%
188
15 16
17
18 19