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
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.8M
3
+$10.8M
4
SBUX icon
Starbucks
SBUX
+$7.25M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$4.2M

Top Sells

1
+$29.2M
2
+$21.7M
3
+$9.21M
4
MCD icon
McDonald's
MCD
+$7.36M
5
EOG icon
EOG Resources
EOG
+$6.74M

Sector Composition

1 Technology 23.37%
2 Healthcare 14.81%
3 Consumer Staples 14.51%
4 Industrials 13.6%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$338K 0.01%
8,982
-15
227
$317K 0.01%
7,434
-20,184
228
$315K 0.01%
1,210
229
$314K 0.01%
2,725
+1,800
230
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+5,000
231
$309K 0.01%
2,600
232
$293K 0.01%
10,500
+10,000
233
$291K 0.01%
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234
$290K 0.01%
4,695
235
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236
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+6,000
237
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238
$281K 0.01%
6,510
-3,339
239
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0
240
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1,210
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241
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7,312
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242
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243
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244
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245
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246
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247
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7,598
248
$248K 0.01%
6,305
+2,297
249
$246K 0.01%
2,383
-177
250
$241K 0.01%
7,850
-1,532
8 9
10
11 12