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
476
$19K ﹤0.01%
260
477
$19K ﹤0.01%
2,275
478
$18K ﹤0.01%
356
479
$18K ﹤0.01%
300
480
$17K ﹤0.01%
450
481
$17K ﹤0.01%
+1,166
482
$17K ﹤0.01%
1,770
483
$17K ﹤0.01%
270
484
$17K ﹤0.01%
150
485
$17K ﹤0.01%
750
486
$16K ﹤0.01%
1,058
-4
487
$16K ﹤0.01%
538
488
$16K ﹤0.01%
1,300
489
$16K ﹤0.01%
418
490
$15K ﹤0.01%
800
491
$15K ﹤0.01%
280
-1,000
492
$15K ﹤0.01%
318
493
$15K ﹤0.01%
300
494
$15K ﹤0.01%
352
495
$15K ﹤0.01%
208
-209
496
$15K ﹤0.01%
180
-10
497
$14K ﹤0.01%
300
498
$14K ﹤0.01%
350
499
$14K ﹤0.01%
100
500
$14K ﹤0.01%
1,122
18 19
20
21 22