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
+$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
601
$0 ﹤0.01%
14
-14
602
– –
-1,149
603
– –
-2,400
604
– –
-125
605
– –
-78
606
– –
-1,814
607
– –
-400
608
– –
-5,000
609
$0 ﹤0.01%
+14
610
– –
-2,972
611
– –
-76
612
– –
-1,500
613
– –
-131
614
– –
-4,400
615
– –
-496
616
– –
-881
617
$0 ﹤0.01%
3
618
– –
-162
619
– –
-1,075
620
– –
-350
621
– –
-83
622
$0 ﹤0.01%
18
623
– –
-2,500
624
– –
-1,330
625
– –
-313
22 23 24
25
26