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
476
$22K ﹤0.01%
945
477
$22K ﹤0.01%
+200
478
$22K ﹤0.01%
250
479
$21K ﹤0.01%
843
480
$20K ﹤0.01%
1,000
481
$20K ﹤0.01%
112
482
$19K ﹤0.01%
600
483
$19K ﹤0.01%
+250
484
$18K ﹤0.01%
355
+148
485
$18K ﹤0.01%
600
486
$18K ﹤0.01%
500
487
$18K ﹤0.01%
14,254
-5,746
488
$17K ﹤0.01%
+100
489
$17K ﹤0.01%
300
490
$16K ﹤0.01%
170
491
$16K ﹤0.01%
+1,300
492
$16K ﹤0.01%
625
493
$16K ﹤0.01%
170
494
$16K ﹤0.01%
500
-3,570
495
$16K ﹤0.01%
600
496
$15K ﹤0.01%
1,000
497
$15K ﹤0.01%
666
498
$15K ﹤0.01%
500
499
$15K ﹤0.01%
200
500
$15K ﹤0.01%
900
18 19
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