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
301
$139K ﹤0.01%
+2,000
302
$138K ﹤0.01%
2,000
303
$136K ﹤0.01%
5,860
304
$134K ﹤0.01%
1,280
305
$133K ﹤0.01%
2,048
-250
306
$132K ﹤0.01%
15,536
307
$132K ﹤0.01%
27
308
$131K ﹤0.01%
1,741
309
$129K ﹤0.01%
1,125
310
$129K ﹤0.01%
1,076
311
$129K ﹤0.01%
1,650
312
$126K ﹤0.01%
3,823
+1,274
313
$125K ﹤0.01%
+4,000
314
$124K ﹤0.01%
1,019
315
$124K ﹤0.01%
4,640
316
– –
0
317
$119K ﹤0.01%
+4,070
318
$118K ﹤0.01%
2,035
319
$118K ﹤0.01%
1,526
+38
320
$117K ﹤0.01%
2,154
321
$117K ﹤0.01%
7,854
+924
322
$117K ﹤0.01%
875
323
$116K ﹤0.01%
3,000
324
$115K ﹤0.01%
4,527
+1,391
325
$114K ﹤0.01%
6,484
11 12
13
14 15