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
626
$0 ﹤0.01%
4
-119
627
– –
-10,869
628
$0 ﹤0.01%
350
629
– –
-506
630
$0 ﹤0.01%
38
631
– –
-13,125
632
– –
-4,783
633
$0 ﹤0.01%
3
634
– –
-26
635
– –
-824
636
– –
-375
637
$0 ﹤0.01%
3
638
– –
-881
639
$0 ﹤0.01%
14
-14
640
– –
-5,000
22 23 24 25
26