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
76
$7.95M 0.18%
203,414
-18,857
77
$7.79M 0.17%
162,961
-1,561
78
$7.57M 0.17%
61,820
+5,068
79
$7.21M 0.16%
121,935
-3,410
80
$7.18M 0.16%
114,684
+9,475
81
$6.81M 0.15%
87,569
-3,100
82
$6.76M 0.15%
70,334
83
$6.75M 0.15%
103,373
-1,407
84
$6.42M 0.14%
103,015
-6,859
85
$6.32M 0.14%
150,045
86
$6.16M 0.14%
51,301
-420
87
$5.88M 0.13%
219,496
-129,793
88
$5.75M 0.13%
114,384
+1,639
89
$5.62M 0.13%
100,058
+367
90
$5.49M 0.12%
90,142
-175
91
$5.44M 0.12%
63,065
92
$5.35M 0.12%
86,547
+4,800
93
$5.15M 0.11%
31,883
-56
94
$4.41M 0.1%
117,500
+2,240
95
$4.3M 0.1%
41,733
-1,145
96
$4.16M 0.09%
354,064
-7,632
97
$4.05M 0.09%
80,761
-2,675
98
$3.92M 0.09%
129,534
+300
99
$3.72M 0.08%
67,530
+1,202
100
$3.65M 0.08%
49,709
-3,336
2 3
4
5 6