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
201
$426K 0.01%
19,424
202
$424K 0.01%
4,514
203
$423K 0.01%
7,193
-540
204
$416K 0.01%
14,232
-750
205
$412K 0.01%
7,275
-2,175
206
$397K 0.01%
2,000
207
$394K 0.01%
2,000
208
$394K 0.01%
4,095
209
$387K 0.01%
9,533
210
$376K 0.01%
16,175
-5,600
211
$376K 0.01%
8,217
212
$372K 0.01%
+8,000
213
$357K 0.01%
3,225
214
$349K 0.01%
33,154
215
$349K 0.01%
6,666
216
$347K 0.01%
3,283
+1,264
217
$347K 0.01%
4,906
-3,055
218
$347K 0.01%
4,525
219
$333K 0.01%
11,448
220
$325K 0.01%
8,982
221
$323K 0.01%
2,830
-170
222
$317K 0.01%
4,680
223
$308K 0.01%
5,701
-940
224
$308K 0.01%
16,393
-104
225
$308K 0.01%
2,725
7 8
9
10 11