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
126
$1.63M 0.04%
28,840
127
$1.61M 0.04%
17,770
-455
128
$1.61M 0.04%
+27,453
129
$1.6M 0.04%
55,547
+9,688
130
$1.48M 0.03%
17,655
131
$1.48M 0.03%
31,174
+4,459
132
$1.47M 0.03%
6
133
$1.46M 0.03%
45,478
+210
134
$1.45M 0.03%
+51,540
135
$1.41M 0.03%
6,318
136
$1.41M 0.03%
23,602
-4,533
137
$1.36M 0.03%
929
138
$1.35M 0.03%
8,687
-79
139
$1.26M 0.03%
11,987
-200
140
$1.24M 0.03%
21,483
-2,505
141
$1.19M 0.03%
13,940
142
$1.14M 0.03%
18,839
143
$1.14M 0.03%
10,355
144
$1.12M 0.03%
19,587
-2,740
145
$1.12M 0.02%
6,010
-1,615
146
$1.09M 0.02%
6,795
-195
147
– –
0
148
$1.07M 0.02%
57,675
149
$1.04M 0.02%
14,072
-2,652
150
$1.01M 0.02%
11,367
+2,906
4 5
6
7 8