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
326
$114K ﹤0.01%
2,100
327
$113K ﹤0.01%
2,100
328
$111K ﹤0.01%
1,120
329
$110K ﹤0.01%
4,704
-86
330
$110K ﹤0.01%
1,800
331
$109K ﹤0.01%
2,005
332
$109K ﹤0.01%
+5,000
333
$108K ﹤0.01%
1,400
+600
334
$108K ﹤0.01%
3,120
335
$108K ﹤0.01%
2,325
336
$107K ﹤0.01%
3,540
-2,500
337
$103K ﹤0.01%
925
-470
338
$103K ﹤0.01%
3,305
339
$103K ﹤0.01%
2,188
+1,000
340
$103K ﹤0.01%
3,215
341
$102K ﹤0.01%
+2,250
342
$102K ﹤0.01%
745
343
$102K ﹤0.01%
824
+25
344
$101K ﹤0.01%
3,150
345
$100K ﹤0.01%
1,751
-1,465
346
$100K ﹤0.01%
1,000
347
$98K ﹤0.01%
2,200
348
$96K ﹤0.01%
900
349
$94K ﹤0.01%
1,200
350
$94K ﹤0.01%
+10,989
12 13
14
15 16