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
376
$68K ﹤0.01%
4,775
377
$66K ﹤0.01%
3,300
-2,800
378
$66K ﹤0.01%
337
379
$65K ﹤0.01%
2,360
380
$65K ﹤0.01%
1,024
-164
381
$65K ﹤0.01%
1,870
-2,495
382
$64K ﹤0.01%
500
383
$64K ﹤0.01%
1,125
384
$64K ﹤0.01%
1,475
385
$63K ﹤0.01%
7
386
$63K ﹤0.01%
402
-97
387
$63K ﹤0.01%
4,000
388
$62K ﹤0.01%
2,465
389
$61K ﹤0.01%
800
-600
390
$61K ﹤0.01%
1,100
391
$60K ﹤0.01%
312
392
$59K ﹤0.01%
1,800
393
$59K ﹤0.01%
4,320
394
$59K ﹤0.01%
1,450
395
$58K ﹤0.01%
1,544
396
$57K ﹤0.01%
1,852
397
$57K ﹤0.01%
1,500
398
$57K ﹤0.01%
1,675
399
$57K ﹤0.01%
1,665
400
$56K ﹤0.01%
396
14 15
16
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