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
626
– –
-2,400
627
– –
-1,149
628
$0 ﹤0.01%
14
-14
629
– –
-5,000
630
$0 ﹤0.01%
4
-119
631
– –
-10,869
632
$0 ﹤0.01%
350
633
– –
-506
634
$0 ﹤0.01%
38
635
– –
-13,125
636
– –
-4,783
637
$0 ﹤0.01%
3
638
– –
-1,075
639
– –
-26
640
– –
-824
22 23 24 25
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