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
51
$17.8M 0.48%
408,073
+18,316
52
$16M 0.43%
147,412
+25,035
53
$16M 0.43%
1,371,452
-11,776
54
$15.5M 0.42%
127,906
-22,053
55
$15.4M 0.42%
84,699
-27,815
56
$15.2M 0.41%
356,305
-21,174
57
$15M 0.41%
337,439
-516,237
58
$14.9M 0.4%
427,418
-165,918
59
$14.6M 0.39%
355,707
-36,632
60
$14.1M 0.38%
372,338
-40,517
61
$13.2M 0.36%
680,239
-3,396
62
$12.4M 0.34%
202,545
+26,665
63
$11.3M 0.31%
134,149
-335
64
$10.9M 0.29%
118,705
+3,285
65
$10.1M 0.27%
264,974
+16,520
66
$10.1M 0.27%
169,728
-2,893
67
$9.83M 0.27%
229,709
+456
68
$9.27M 0.25%
680,123
+11,518
69
$8.79M 0.24%
183,487
-3,369
70
$8.78M 0.24%
98,641
+705
71
$8.66M 0.23%
113,187
-428
72
$8.16M 0.22%
70,702
+421
73
$7.86M 0.21%
207,886
-21,456
74
$7.7M 0.21%
56,592
-11,195
75
$7.58M 0.21%
51,824
-445
1 2
3
4 5