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
176
$689K 0.02%
6,690
+190
177
$679K 0.02%
10,243
+150
178
$635K 0.01%
16,000
179
$624K 0.01%
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180
$601K 0.01%
8,523
181
$599K 0.01%
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182
$592K 0.01%
19,820
183
$572K 0.01%
8,036
-2,463
184
$568K 0.01%
13,200
185
$549K 0.01%
4,814
+1,100
186
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3,180
187
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188
$513K 0.01%
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189
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190
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6,750
191
$504K 0.01%
4,398
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192
$503K 0.01%
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193
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8,921
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194
$498K 0.01%
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195
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4,260
196
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6,530
197
$438K 0.01%
6,900
198
$433K 0.01%
32,169
199
$415K 0.01%
9,185
200
$405K 0.01%
6,200
6 7
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