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
351
$91K ﹤0.01%
1,500
-535
352
$89K ﹤0.01%
1,800
353
$89K ﹤0.01%
1,800
354
$88K ﹤0.01%
+3,426
355
$86K ﹤0.01%
1,000
356
$85K ﹤0.01%
1,200
357
$85K ﹤0.01%
2,334
+1,140
358
$84K ﹤0.01%
2,045
359
$84K ﹤0.01%
2,660
360
$84K ﹤0.01%
1,000
361
$84K ﹤0.01%
893
-1,490
362
$83K ﹤0.01%
1,825
363
$83K ﹤0.01%
1,200
364
$81K ﹤0.01%
3,000
365
$79K ﹤0.01%
1,100
366
$78K ﹤0.01%
1,437
367
$78K ﹤0.01%
1,300
368
$77K ﹤0.01%
7,200
369
$75K ﹤0.01%
1,000
370
$74K ﹤0.01%
1,443
371
$71K ﹤0.01%
+800
372
$71K ﹤0.01%
4,125
373
$69K ﹤0.01%
1,000
374
$68K ﹤0.01%
4,665
-6,137
375
$68K ﹤0.01%
1,069
13 14
15
16 17