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
276
$189K 0.01%
4,700
-50
277
$189K 0.01%
15,385
-1,800
278
$188K 0.01%
1,855
279
$187K 0.01%
5,687
-461
280
$186K 0.01%
1,964
281
$184K 0.01%
1,000
282
$183K ﹤0.01%
2,319
+600
283
$176K ﹤0.01%
4,639
+600
284
$175K ﹤0.01%
1,057
285
$174K ﹤0.01%
6,315
286
$173K ﹤0.01%
11,949
-197
287
$171K ﹤0.01%
1,550
288
$168K ﹤0.01%
4,045
+505
289
$166K ﹤0.01%
4,000
290
$163K ﹤0.01%
2,520
291
$161K ﹤0.01%
2,557
292
$160K ﹤0.01%
5,851
293
– –
0
294
$158K ﹤0.01%
3,867
295
$158K ﹤0.01%
667
296
$157K ﹤0.01%
3,188
+1,000
297
$156K ﹤0.01%
475
298
$156K ﹤0.01%
35,375
299
$153K ﹤0.01%
1,782
300
$153K ﹤0.01%
1,938
10 11
12
13 14