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
501
$15K ﹤0.01%
300
502
$15K ﹤0.01%
1,000
-1,000
503
$14K ﹤0.01%
600
504
$14K ﹤0.01%
175
505
$14K ﹤0.01%
125
506
$14K ﹤0.01%
270
507
$14K ﹤0.01%
+403
508
$14K ﹤0.01%
161
-227
509
$14K ﹤0.01%
4,500
510
$14K ﹤0.01%
2,000
+400
511
$14K ﹤0.01%
158
512
$14K ﹤0.01%
1,150
513
$13K ﹤0.01%
408
514
$13K ﹤0.01%
632
515
$13K ﹤0.01%
975
516
$13K ﹤0.01%
1,150
517
$13K ﹤0.01%
256
-232
518
$13K ﹤0.01%
182
519
$13K ﹤0.01%
1,582
-247
520
$13K ﹤0.01%
250
521
$12K ﹤0.01%
1,000
-1,000
522
$12K ﹤0.01%
350
523
$12K ﹤0.01%
206
-825
524
$12K ﹤0.01%
200
525
$12K ﹤0.01%
924
-7,046
19 20
21
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