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
251
$230K 0.01%
10,243
-92,246
252
– –
0
253
$228K 0.01%
3,508
254
$226K 0.01%
5,857
255
$226K 0.01%
9,000
256
$224K 0.01%
3,903
257
$219K 0.01%
2,205
258
$213K 0.01%
5,776
259
$213K 0.01%
5,434
260
$212K 0.01%
4,246
261
$211K 0.01%
1,480
262
$209K 0.01%
4,500
263
$208K 0.01%
3,205
264
$207K 0.01%
3,779
265
$207K 0.01%
5,100
266
$200K 0.01%
3,100
267
$199K 0.01%
7,500
-350
268
$199K 0.01%
30,940
-7,000
269
$199K 0.01%
2,490
270
$197K 0.01%
6,400
271
$196K 0.01%
5,715
272
– –
0
273
$195K 0.01%
22,562
274
$194K 0.01%
4,598
275
$193K 0.01%
2,824
9 10
11
12 13