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
$3.7B
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$35.3M
3
+$19.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.39M
5
SBUX icon
Starbucks
SBUX
+$8.13M

Top Sells

1
+$37.4M
2
+$22.9M
3
+$9.23M
4
AAPL icon
Apple
AAPL
+$7.16M
5
INTC icon
Intel
INTC
+$5.78M

Sector Composition

1 Technology 23.17%
2 Healthcare 14.85%
3 Consumer Staples 14.18%
4 Industrials 13.3%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$302K 0.01%
1,210
227
$302K 0.01%
5,000
228
$296K 0.01%
1,335
+125
229
$290K 0.01%
8,034
+600
230
$284K 0.01%
4,875
231
$284K 0.01%
2,600
232
$276K 0.01%
4,000
-1,197
233
$270K 0.01%
3,970
234
$265K 0.01%
3,500
235
$262K 0.01%
10,640
236
$261K 0.01%
11,120
-256
237
$259K 0.01%
11,250
+750
238
$257K 0.01%
7,312
239
$256K 0.01%
1,000
240
$255K 0.01%
4,950
241
$254K 0.01%
2,567
-1,530
242
– –
0
243
$250K 0.01%
4,322
-373
244
$249K 0.01%
4,639
245
$247K 0.01%
7,734
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246
$246K 0.01%
6,305
247
$242K 0.01%
7,598
248
$238K 0.01%
4,000
249
$235K 0.01%
3,775
250
$230K 0.01%
5,510
-1,000
8 9
10
11 12