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
126
$1.44M 0.04%
15,392
127
$1.43M 0.04%
14,425
128
$1.43M 0.04%
12,669
129
$1.35M 0.04%
9,621
+1,300
130
$1.33M 0.04%
15,163
131
$1.3M 0.04%
8,050
-200
132
$1.26M 0.03%
27,770
-21,055
133
$1.26M 0.03%
16,165
134
$1.22M 0.03%
26,475
+4,145
135
$1.21M 0.03%
18,775
136
$1.21M 0.03%
18,570
-4,662
137
$1.18M 0.03%
7,863
-740
138
$1.18M 0.03%
21,850
+265
139
$1.16M 0.03%
40,116
140
$1.15M 0.03%
16,660
141
$1.15M 0.03%
43,222
-3,280
142
$1.15M 0.03%
77,700
-1,358
143
$1.14M 0.03%
17,250
-27,530
144
$1.08M 0.03%
22,327
145
$1.08M 0.03%
21,134
+480
146
$1.08M 0.03%
929
+20
147
$1.07M 0.03%
124,838
148
$1.06M 0.03%
88,075
+790
149
$1.03M 0.03%
20,170
+7,630
150
$1.03M 0.03%
18,155
-9,430
4 5
6
7 8