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
451
$32K ﹤0.01%
926
452
$32K ﹤0.01%
1,150
-1,000
453
$31K ﹤0.01%
1,444
454
$31K ﹤0.01%
2,959
455
$31K ﹤0.01%
750
456
$31K ﹤0.01%
514
457
$30K ﹤0.01%
2,400
458
$30K ﹤0.01%
300
459
$30K ﹤0.01%
1,650
460
$29K ﹤0.01%
1,069
461
$28K ﹤0.01%
655
462
$28K ﹤0.01%
1,075
463
$28K ﹤0.01%
2,620
464
$28K ﹤0.01%
510
465
$27K ﹤0.01%
+300
466
$26K ﹤0.01%
1,855
+164
467
$26K ﹤0.01%
+860
468
$26K ﹤0.01%
635
469
$25K ﹤0.01%
2,000
-2,020
470
$25K ﹤0.01%
291
471
$25K ﹤0.01%
450
-3,025
472
$24K ﹤0.01%
800
473
$23K ﹤0.01%
3,120
474
$23K ﹤0.01%
400
475
$22K ﹤0.01%
620
17 18
19
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