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
276
$200K 0.01%
+2,490
277
$199K 0.01%
3,205
278
$198K 0.01%
4,598
279
$192K 0.01%
12,000
+7,575
280
$190K 0.01%
6,315
281
$189K 0.01%
6,400
282
$189K 0.01%
1,855
283
– –
0
284
$186K 0.01%
4,750
+1,630
285
$186K 0.01%
5,776
286
$184K 0.01%
12,146
287
$182K ﹤0.01%
1,550
-375
288
– –
0
289
$179K ﹤0.01%
2,520
290
$172K ﹤0.01%
1,964
291
$169K ﹤0.01%
1,938
292
$168K ﹤0.01%
667
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293
$167K ﹤0.01%
1,000
294
$165K ﹤0.01%
2,000
295
$165K ﹤0.01%
1,057
-20
296
$163K ﹤0.01%
10,802
-3,945
297
$162K ﹤0.01%
12,658
+750
298
$162K ﹤0.01%
4,039
299
$161K ﹤0.01%
4,000
300
$160K ﹤0.01%
27
10 11
12
13 14