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
501
$14K ﹤0.01%
+430
502
$14K ﹤0.01%
182
503
$14K ﹤0.01%
133
504
$14K ﹤0.01%
+600
505
$13K ﹤0.01%
500
506
$13K ﹤0.01%
+1,876
507
$13K ﹤0.01%
298
508
$13K ﹤0.01%
160
509
$13K ﹤0.01%
4,500
510
$13K ﹤0.01%
375
-125
511
$13K ﹤0.01%
200
512
$13K ﹤0.01%
200
513
$12K ﹤0.01%
326
+137
514
$12K ﹤0.01%
200
+163
515
$12K ﹤0.01%
+600
516
$12K ﹤0.01%
100
517
$12K ﹤0.01%
128
518
$11K ﹤0.01%
843
519
$11K ﹤0.01%
1,000
520
$11K ﹤0.01%
537
-31
521
$11K ﹤0.01%
725
522
$11K ﹤0.01%
700
523
$11K ﹤0.01%
252
-360
524
$11K ﹤0.01%
+557
525
$11K ﹤0.01%
572
19 20
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