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
426
$43K ﹤0.01%
7,573
427
$43K ﹤0.01%
600
428
$42K ﹤0.01%
880
429
$42K ﹤0.01%
1,293
-1,270
430
$42K ﹤0.01%
668
431
$41K ﹤0.01%
871
432
$41K ﹤0.01%
450
433
$41K ﹤0.01%
348
+150
434
$40K ﹤0.01%
1,666
435
$39K ﹤0.01%
5,000
436
$39K ﹤0.01%
+600
437
$39K ﹤0.01%
401
-45
438
$39K ﹤0.01%
462
439
$38K ﹤0.01%
1,245
440
$38K ﹤0.01%
1,000
441
$37K ﹤0.01%
870
442
$37K ﹤0.01%
1,600
-1,678
443
$37K ﹤0.01%
1,000
444
$36K ﹤0.01%
700
445
$36K ﹤0.01%
831
446
$36K ﹤0.01%
300
+100
447
$36K ﹤0.01%
300
448
$35K ﹤0.01%
894
449
$35K ﹤0.01%
2,000
450
$34K ﹤0.01%
290
-54
16 17
18
19 20