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
$3.66B
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$13.7M
3
+$4.41M
4
PRAA icon
PRA Group
PRAA
+$3.31M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$2.76M

Top Sells

1
+$8.44M
2
+$6.43M
3
+$5.97M
4
TUC
MAC-GRAY CORP
TUC
+$5.57M
5
MCD icon
McDonald's
MCD
+$4.38M

Sector Composition

1 Technology 24.61%
2 Consumer Staples 14.73%
3 Healthcare 13.97%
4 Industrials 12.91%
5 Consumer Discretionary 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.01%
16,497
-310
227
$303K 0.01%
1,210
228
$302K 0.01%
2,600
229
$296K 0.01%
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230
$289K 0.01%
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231
$284K 0.01%
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232
$283K 0.01%
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+5,100
233
$282K 0.01%
2,675
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234
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236
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237
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238
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+3,500
239
$271K 0.01%
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240
$266K 0.01%
8,448
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241
$266K 0.01%
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242
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243
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246
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0
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248
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17,185
+1,085
249
$240K 0.01%
6,522
-5,272
250
$237K 0.01%
7,598
8 9
10
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