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
526
$12K ﹤0.01%
67
+40
527
$12K ﹤0.01%
100
528
$11K ﹤0.01%
240
529
$11K ﹤0.01%
179
530
$11K ﹤0.01%
250
531
$11K ﹤0.01%
350
532
$11K ﹤0.01%
2,098
533
$10K ﹤0.01%
225
534
$10K ﹤0.01%
250
535
$10K ﹤0.01%
2,500
536
$10K ﹤0.01%
700
537
$10K ﹤0.01%
300
538
$10K ﹤0.01%
300
539
$10K ﹤0.01%
54
-300
540
$10K ﹤0.01%
500
541
$9K ﹤0.01%
202
-2
542
$9K ﹤0.01%
100
-286
543
$9K ﹤0.01%
100
544
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445
545
$9K ﹤0.01%
70
546
$9K ﹤0.01%
4
547
$8K ﹤0.01%
+650
548
$8K ﹤0.01%
150
549
$8K ﹤0.01%
50
550
$8K ﹤0.01%
200
20 21
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