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
576
$4K ﹤0.01%
500
577
$4K ﹤0.01%
65
578
$3K ﹤0.01%
150
-3,000
579
$2K ﹤0.01%
90
580
$2K ﹤0.01%
80
581
$2K ﹤0.01%
43
582
$2K ﹤0.01%
300
583
$2K ﹤0.01%
200
584
$2K ﹤0.01%
66
585
– –
0
586
– –
0
587
$1K ﹤0.01%
43
588
$1K ﹤0.01%
1
589
$1K ﹤0.01%
41
590
$0 ﹤0.01%
7
591
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-25
592
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-24
593
– –
-500
594
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-3,000
595
– –
-525
596
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-700
597
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-1,500
598
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-6,000
599
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-95
600
– –
-500
22 23
24
25 26