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
301
$150K ﹤0.01%
2,500
302
$149K ﹤0.01%
12,658
303
$149K ﹤0.01%
5,042
+833
304
$148K ﹤0.01%
1,687
305
$146K ﹤0.01%
1,300
306
$144K ﹤0.01%
2,600
+1,400
307
$144K ﹤0.01%
2,060
308
$143K ﹤0.01%
+2,725
309
$142K ﹤0.01%
2,000
310
$140K ﹤0.01%
4,000
311
$139K ﹤0.01%
1,741
312
$134K ﹤0.01%
1,650
313
$134K ﹤0.01%
2,000
314
$134K ﹤0.01%
2,100
315
$131K ﹤0.01%
11,621
-24,530
316
$130K ﹤0.01%
1,125
317
$127K ﹤0.01%
3,823
318
$126K ﹤0.01%
2,100
319
$125K ﹤0.01%
15,536
320
$124K ﹤0.01%
2,400
+150
321
$122K ﹤0.01%
1,280
322
$118K ﹤0.01%
26
-1
323
$118K ﹤0.01%
1,400
324
$117K ﹤0.01%
1,358
+101
325
$115K ﹤0.01%
3,534
-1,140
11 12
13
14 15