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
101
$3.33M 0.09%
28,675
-275
102
$3.25M 0.09%
127,650
-660
103
$3.2M 0.09%
30,187
-10,273
104
$2.76M 0.07%
43,052
-2,516
105
$2.69M 0.07%
8,129
106
$2.68M 0.07%
24,396
+85
107
$2.49M 0.07%
50,416
+8,775
108
$2.47M 0.07%
87,978
+1,001
109
$2.43M 0.07%
18,002
110
$2.3M 0.06%
30,256
111
$2.28M 0.06%
36,808
-1,945
112
$2.04M 0.06%
10,348
-55
113
$1.92M 0.05%
18,905
-6,060
114
$1.78M 0.05%
100,732
-20,380
115
$1.69M 0.05%
21,492
116
$1.63M 0.04%
60,688
-17,504
117
$1.63M 0.04%
28,840
118
$1.54M 0.04%
26,210
-160
119
$1.53M 0.04%
33,280
-12,410
120
$1.51M 0.04%
36,440
-250
121
$1.51M 0.04%
28,544
122
$1.48M 0.04%
8,991
123
$1.47M 0.04%
91,260
-2,500
124
$1.45M 0.04%
13,225
125
$1.45M 0.04%
7
+1
3 4
5
6 7