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
26
$64.7M 1.44%
2,233,196
-39,516
27
$55.1M 1.23%
470,001
+2,626
28
$52.1M 1.16%
2,907,118
-575,840
29
$51.2M 1.14%
714,856
-27,956
30
$49.2M 1.1%
1,454,147
+142,474
31
$47.4M 1.06%
483,815
+23,408
32
$47.2M 1.05%
345,447
-6,128
33
$46.9M 1.05%
1,711,873
-22,599
34
$45.6M 1.02%
584,332
+13,813
35
$44.3M 0.99%
425,256
+37,722
36
$43.5M 0.97%
475,522
+50,950
37
$40.4M 0.9%
794,821
+70,271
38
$39M 0.87%
373,220
-6,657
39
$37.7M 0.84%
477,855
-9,289
40
$36.8M 0.82%
242,877
-1,647
41
$36.1M 0.8%
221,311
-1,137
42
$30.2M 0.67%
147,458
+3,308
43
$27.9M 0.62%
391,297
+108,417
44
$26.1M 0.58%
573,765
+466,988
45
$24.8M 0.55%
215,978
+142,415
46
$24.7M 0.55%
174,727
+42,007
47
$24.4M 0.54%
624,773
-53,359
48
$24.2M 0.54%
233,602
-670
49
$22.1M 0.49%
572,780
+1,540
50
$21M 0.47%
178,985
-43,273
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