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
51
$20.2M 0.45%
166,220
-3,210
52
$20.1M 0.45%
421,049
-28,272
53
$19.2M 0.43%
379,093
+900
54
$19M 0.42%
340,881
-19,014
55
$19M 0.42%
213,733
-90
56
$18.1M 0.4%
438,296
+11,766
57
$16.7M 0.37%
142,218
-1,860
58
$15.9M 0.35%
110,453
-11,460
59
$15.8M 0.35%
242,033
-5,545
60
$15.7M 0.35%
239,672
-4,620
61
$15.3M 0.34%
276,796
-3,484
62
$15.2M 0.34%
113,718
-1,919
63
$15M 0.34%
181,659
+1,405
64
$15M 0.33%
986,876
-12,144
65
$10.8M 0.24%
261,050
-2,320
66
$10.4M 0.23%
344,614
-1,090
67
$9.91M 0.22%
42,917
+31,470
68
$9.76M 0.22%
117,574
-6,075
69
$9.38M 0.21%
101,811
+5,328
70
$9.27M 0.21%
301,387
-42,797
71
$8.98M 0.2%
370,094
+2,585
72
$8.85M 0.2%
59,295
+1,859
73
$8.21M 0.18%
226,390
-14,536
74
$8.18M 0.18%
69,489
-1,137
75
$8.07M 0.18%
77,684
-1,809
1 2
3
4 5