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
276
$181K ﹤0.01%
12,146
277
$177K ﹤0.01%
15,575
-246
278
$175K ﹤0.01%
4,598
279
$174K ﹤0.01%
+2,525
280
$167K ﹤0.01%
5,776
281
– –
0
282
$164K ﹤0.01%
1,077
+20
283
$161K ﹤0.01%
11,908
284
$161K ﹤0.01%
4,039
285
$160K ﹤0.01%
4,008
286
$156K ﹤0.01%
1,964
+86
287
$156K ﹤0.01%
2,596
-122
288
$155K ﹤0.01%
3,867
289
$155K ﹤0.01%
1,787
290
$155K ﹤0.01%
1,782
291
$155K ﹤0.01%
5,851
+5,000
292
$152K ﹤0.01%
601
-245
293
$151K ﹤0.01%
3,100
294
$151K ﹤0.01%
1,938
-281
295
$150K ﹤0.01%
6,400
296
$149K ﹤0.01%
475
-40
297
$148K ﹤0.01%
2,520
298
$147K ﹤0.01%
2,557
299
$146K ﹤0.01%
2,500
300
$140K ﹤0.01%
6,100
-1,000
10 11
12
13 14