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
426
$35K ﹤0.01%
600
427
$35K ﹤0.01%
1,125
428
$34K ﹤0.01%
290
429
$34K ﹤0.01%
1,600
430
$33K ﹤0.01%
1,405
431
$33K ﹤0.01%
661
432
$32K ﹤0.01%
655
433
$32K ﹤0.01%
1,031
434
$32K ﹤0.01%
291
435
$32K ﹤0.01%
303
+144
436
$32K ﹤0.01%
2,204
-6,855
437
$31K ﹤0.01%
900
438
$31K ﹤0.01%
850
439
$31K ﹤0.01%
+2,027
440
$31K ﹤0.01%
181
441
$30K ﹤0.01%
883
-2,280
442
$30K ﹤0.01%
2,000
443
$30K ﹤0.01%
1,430
-2,233
444
$29K ﹤0.01%
1,095
445
$28K ﹤0.01%
1,025
446
$28K ﹤0.01%
1,000
447
$27K ﹤0.01%
998
448
$27K ﹤0.01%
600
449
$27K ﹤0.01%
300
-240
450
$26K ﹤0.01%
327
16 17
18
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