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
301
$159K ﹤0.01%
3,867
302
$159K ﹤0.01%
3,100
303
$159K ﹤0.01%
1,782
304
$158K ﹤0.01%
2,557
305
$153K ﹤0.01%
2,500
306
$153K ﹤0.01%
4,674
+147
307
$152K ﹤0.01%
475
308
$148K ﹤0.01%
1,687
-100
309
$146K ﹤0.01%
4,365
-175,945
310
$145K ﹤0.01%
1,741
311
$142K ﹤0.01%
5,860
312
$142K ﹤0.01%
+4,209
313
$142K ﹤0.01%
+4,000
314
$139K ﹤0.01%
824
315
$137K ﹤0.01%
2,000
316
$136K ﹤0.01%
5,851
317
$135K ﹤0.01%
4,070
318
$134K ﹤0.01%
1,650
319
$133K ﹤0.01%
1,125
320
$131K ﹤0.01%
3,823
321
$130K ﹤0.01%
6,100
322
$130K ﹤0.01%
7,970
+116
323
$130K ﹤0.01%
6,484
324
$128K ﹤0.01%
3,540
325
$128K ﹤0.01%
875
11 12
13
14 15