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
101
$3.62M 0.08%
238,400
-95,470
102
$3.6M 0.08%
24,646
103
$3.56M 0.08%
64,065
-1,026
104
$3.44M 0.08%
21,674
-958
105
$3.38M 0.08%
57,629
-1,828
106
$3.23M 0.07%
24,001
107
$3.19M 0.07%
110,332
+4,800
108
$2.68M 0.06%
86,923
+3,906
109
$2.67M 0.06%
24,679
-1,325
110
$2.52M 0.06%
109,170
+99
111
$2.5M 0.06%
18,897
+1,664
112
$2.21M 0.05%
7,784
113
$2.12M 0.05%
36,229
+590
114
$2.1M 0.05%
24,976
-1,317
115
$2.08M 0.05%
30,776
116
$2M 0.04%
21,550
117
$1.92M 0.04%
41,236
+5,350
118
$1.84M 0.04%
7,933
-5,338
119
$1.84M 0.04%
112,212
120
$1.72M 0.04%
49,934
-3,840
121
$1.71M 0.04%
24,047
-2,625
122
$1.66M 0.04%
37,880
-32,580
123
$1.65M 0.04%
11,707
124
$1.65M 0.04%
13,225
125
$1.63M 0.04%
29,959
+1,250
3 4
5
6 7