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
526
$11K ﹤0.01%
781
527
$11K ﹤0.01%
86
-155
528
$11K ﹤0.01%
200
529
$11K ﹤0.01%
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530
$10K ﹤0.01%
490
-15
531
$10K ﹤0.01%
+666
532
$10K ﹤0.01%
200
533
$10K ﹤0.01%
+133
534
$10K ﹤0.01%
740
535
$10K ﹤0.01%
445
536
$10K ﹤0.01%
1,150
537
$9K ﹤0.01%
225
538
$9K ﹤0.01%
+666
539
$9K ﹤0.01%
257
540
$9K ﹤0.01%
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541
$9K ﹤0.01%
741
542
$9K ﹤0.01%
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543
$9K ﹤0.01%
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544
$8K ﹤0.01%
2,500
545
$8K ﹤0.01%
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-250
546
$8K ﹤0.01%
250
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$8K ﹤0.01%
100
548
$8K ﹤0.01%
200
-450
549
$7K ﹤0.01%
150
550
$7K ﹤0.01%
818
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