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
26
$48.2M 1.3%
365,485
+8,622
27
$47.1M 1.27%
1,245,770
-988,860
28
$45.5M 1.23%
1,205,148
+215,552
29
$45.2M 1.22%
1,213,578
+1,213,420
30
$44M 1.19%
174,925
+1,602
31
$42.3M 1.14%
454,102
-15,214
32
$38M 1.03%
1,305,093
+288,088
33
$37.7M 1.02%
328,628
+1,319
34
$35.7M 0.97%
381,390
+377,516
35
$35.1M 0.95%
285,745
+4,001
36
$34.7M 0.94%
554,510
-5,532
37
$33.8M 0.91%
405,096
+1,688
38
$30.5M 0.82%
321,494
-97,358
39
$26.5M 0.72%
322,721
-25,267
40
$24.5M 0.66%
177,153
+2,054
41
$23.4M 0.63%
524,068
+17,642
42
$22.8M 0.62%
247,986
-11,139
43
$22.7M 0.61%
425,512
-672
44
$22.4M 0.61%
185,877
-4,565
45
$22.3M 0.6%
483,779
+31,181
46
$21.4M 0.58%
131,310
-1,993
47
$20.6M 0.56%
258,522
+729
48
$19.5M 0.53%
640,290
+639,340
49
$19.3M 0.52%
237,410
-69,551
50
$19.1M 0.52%
376,588
+500
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