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
76
$7.27M 0.2%
98,797
-2,205
77
$7.21M 0.2%
138,020
+5,271
78
$7.14M 0.19%
59,863
+398
79
$6.76M 0.18%
57,092
+94
80
$6.67M 0.18%
175,369
81
$6.45M 0.17%
984,847
-89,708
82
$6.17M 0.17%
73,109
-1,905
83
$6.08M 0.16%
88,925
-440
84
$5.98M 0.16%
103,495
+1,813
85
$5.5M 0.15%
51,661
+31,660
86
$5.33M 0.14%
120,647
-6,397
87
$5.31M 0.14%
473,016
-8,396
88
$5.21M 0.14%
60,883
-10
89
$5.12M 0.14%
90,546
-525
90
$4.68M 0.13%
163,769
-3,145
91
$4.25M 0.11%
62,306
+3,737
92
$4.09M 0.11%
114,749
-2,317
93
$4.06M 0.11%
161,258
-11,931
94
$3.94M 0.11%
117,782
-33,580
95
$3.9M 0.11%
33,485
+6,970
96
$3.73M 0.1%
61,923
-2,429
97
$3.63M 0.1%
70,334
98
$3.59M 0.1%
32,155
+255
99
$3.53M 0.1%
70,000
-1,941
100
$3.45M 0.09%
66,495
+9,561
2 3
4
5 6