LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
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
+$49.1M
2
+$35.9M
3
+$20.8M
4
SBUX icon
Starbucks
SBUX
+$8.34M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.33M

Top Sells

1
+$41.2M
2
+$23.4M
3
+$9.29M
4
AAPL icon
Apple
AAPL
+$6.98M
5
INTC icon
Intel
INTC
+$5.62M

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
576
$4K ﹤0.01%
65
577
$4K ﹤0.01%
40
578
$3K ﹤0.01%
150
-3,000
579
$2K ﹤0.01%
43
580
$2K ﹤0.01%
300
581
$2K ﹤0.01%
200
582
$2K ﹤0.01%
66
583
– –
0
584
– –
0
585
$2K ﹤0.01%
90
586
$2K ﹤0.01%
80
587
$1K ﹤0.01%
43
588
$1K ﹤0.01%
1
589
$1K ﹤0.01%
41
590
– –
-414
591
– –
-24
592
$0 ﹤0.01%
7
593
– –
-25
594
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-500
595
– –
-3,000
596
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-525
597
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598
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599
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-6,000
600
– –
-95
22 23
24
25 26