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
151
$1.01M 0.02%
13,942
-3,355
152
$1M 0.02%
17,882
153
$978K 0.02%
199,175
-16,000
154
$975K 0.02%
27,524
-3,405
155
$971K 0.02%
23,640
156
$967K 0.02%
7,766
+1,028
157
$964K 0.02%
43,614
-470
158
$926K 0.02%
6,520
+100
159
$920K 0.02%
17,236
+1,441
160
$895K 0.02%
12,415
161
$882K 0.02%
27,500
162
$864K 0.02%
11,894
163
$860K 0.02%
21,955
164
$844K 0.02%
4,749
165
$817K 0.02%
18,437
166
$815K 0.02%
4,985
-310
167
$792K 0.02%
10,935
+2,855
168
$788K 0.02%
10,761
169
$784K 0.02%
15,271
170
$772K 0.02%
6,954
-37
171
$758K 0.02%
41,785
172
$711K 0.02%
19,857
+575
173
$709K 0.02%
22,138
-3,284
174
$702K 0.02%
59,609
+9,810
175
$693K 0.02%
23,044
5 6
7
8 9