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
551
$8K ﹤0.01%
130
552
$8K ﹤0.01%
250
553
$8K ﹤0.01%
741
554
$7K ﹤0.01%
260
555
$7K ﹤0.01%
145
556
$7K ﹤0.01%
148
557
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215
558
$7K ﹤0.01%
200
559
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$6K ﹤0.01%
150
561
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200
562
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50
563
$6K ﹤0.01%
58
+10
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$6K ﹤0.01%
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565
$5K ﹤0.01%
100
-3,000
566
$5K ﹤0.01%
154
567
$5K ﹤0.01%
150
568
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25
569
$5K ﹤0.01%
100
570
$4K ﹤0.01%
144
571
$4K ﹤0.01%
127
572
$4K ﹤0.01%
4
573
$4K ﹤0.01%
125
574
$4K ﹤0.01%
40
575
$4K ﹤0.01%
172
21 22
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24 25