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
451
$26K ﹤0.01%
+1,420
452
$24K ﹤0.01%
1,800
453
$24K ﹤0.01%
632
454
$24K ﹤0.01%
100
-7
455
$24K ﹤0.01%
1,052
456
$24K ﹤0.01%
250
457
$24K ﹤0.01%
481
458
$24K ﹤0.01%
198
459
$23K ﹤0.01%
514
460
$23K ﹤0.01%
350
-2,400
461
$23K ﹤0.01%
373
-458
462
$23K ﹤0.01%
1,069
463
$23K ﹤0.01%
360
-50
464
$23K ﹤0.01%
500
465
$23K ﹤0.01%
188
466
$23K ﹤0.01%
1,000
467
$22K ﹤0.01%
975
468
$22K ﹤0.01%
100
469
$22K ﹤0.01%
435
470
$21K ﹤0.01%
+250
471
$21K ﹤0.01%
102
472
$20K ﹤0.01%
175
473
$20K ﹤0.01%
+400
474
$20K ﹤0.01%
500
475
$20K ﹤0.01%
250
17 18
19
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