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
326
$115K ﹤0.01%
6,484
327
$114K ﹤0.01%
3,305
328
$114K ﹤0.01%
7,090
+1,710
329
$113K ﹤0.01%
2,064
-90
330
$113K ﹤0.01%
775
-100
331
$113K ﹤0.01%
926
-150
332
$112K ﹤0.01%
1,373
-54
333
$112K ﹤0.01%
1,460
-1,575
334
$111K ﹤0.01%
3,400
335
$110K ﹤0.01%
2,325
336
$110K ﹤0.01%
2,000
-2,000
337
$106K ﹤0.01%
1,841
338
$106K ﹤0.01%
2,005
339
$106K ﹤0.01%
5,000
340
$105K ﹤0.01%
745
341
$104K ﹤0.01%
840
-179
342
$101K ﹤0.01%
1,020
343
$101K ﹤0.01%
1,724
344
$99K ﹤0.01%
800
345
$98K ﹤0.01%
+3,891
346
$98K ﹤0.01%
811
347
$97K ﹤0.01%
1,800
348
– –
0
349
$92K ﹤0.01%
5,700
-6,300
350
$92K ﹤0.01%
900
12 13
14
15 16