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
251
$236K 0.01%
1,000
252
$232K 0.01%
14,747
253
$229K 0.01%
4,071
254
$229K 0.01%
9,000
255
$225K 0.01%
2,295
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256
$222K 0.01%
3,595
-451
257
$219K 0.01%
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258
$219K 0.01%
1,480
259
$217K 0.01%
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260
– –
0
261
$211K 0.01%
4,500
262
– –
0
263
$208K 0.01%
35,375
264
$204K 0.01%
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265
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266
$196K 0.01%
22,562
+3,054
267
$195K 0.01%
28,247
268
$195K 0.01%
38,780
269
$191K 0.01%
2,339
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270
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271
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272
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+1,000
273
$183K 0.01%
6,315
274
$181K ﹤0.01%
+5,857
275
$181K ﹤0.01%
1,855
9 10
11
12 13