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
201
$401K 0.01%
9,533
202
$399K 0.01%
4,700
+1,700
203
$396K 0.01%
2,830
204
$395K 0.01%
2,000
-40
205
$393K 0.01%
8,809
+200
206
– –
0
207
$391K 0.01%
5,110
208
$389K 0.01%
12,500
209
$387K 0.01%
925
210
$387K 0.01%
3,023
+131
211
$384K 0.01%
10,000
212
$369K 0.01%
6,711
+1
213
$366K 0.01%
4,750
-17,030
214
$360K 0.01%
2,666
215
$360K 0.01%
2,000
216
$357K 0.01%
2,680
217
$356K 0.01%
3,044
218
$354K 0.01%
8,400
219
$352K 0.01%
3,335
220
$346K 0.01%
81,234
221
$341K 0.01%
17,075
-1,065
222
$339K 0.01%
13,300
223
$325K 0.01%
1,775
224
$324K 0.01%
4,400
225
$314K 0.01%
6,361
-697
7 8
9
10 11