LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
1
$159M 4.31%
2,153,563
+7,917
2
$153M 4.13%
5,164,548
+63,048
3
$141M 3.8%
1,981,213
-15,871
4
$126M 3.42%
1,734,263
-24,033
5
$124M 3.35%
1,655,408
-3,726
6
$121M 3.29%
3,758,576
-2,582
7
$115M 3.11%
1,310,906
+46,365
8
$105M 2.84%
1,302,517
-16,285
9
$101M 2.73%
1,544,664
-7,345
10
$99.9M 2.7%
2,847,078
+1,032
11
$92.7M 2.51%
986,018
+11,346
12
$89.4M 2.42%
902,559
-3,780
13
$86.1M 2.33%
1,685,873
+9,677
14
$85.5M 2.31%
3,592,652
-18,798
15
$82.5M 2.23%
1,241,403
+11,577
16
$81.8M 2.21%
633,897
-675
17
$77.5M 2.1%
1,848,535
+16,370
18
$73.8M 2%
881,697
-29,811
19
$69.9M 1.89%
655,416
-2,870
20
$68.1M 1.84%
1,469,602
-11,630
21
$61.3M 1.66%
1,473,350
-26,724
22
$59.3M 1.6%
537,168
+3,309
23
$55.2M 1.49%
1,233,959
+56,990
24
$53.5M 1.45%
564,357
+8,647
25
$52.9M 1.43%
2,099,760
-284,300
1
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