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
326
$128K ﹤0.01%
2,100
327
$127K ﹤0.01%
1,076
328
$126K ﹤0.01%
1,019
329
$126K ﹤0.01%
15,536
330
$125K ﹤0.01%
2,154
331
$125K ﹤0.01%
1,280
332
$124K ﹤0.01%
725
-787
333
$123K ﹤0.01%
1,300
334
$123K ﹤0.01%
2,060
-465
335
$122K ﹤0.01%
2,325
336
– –
0
337
$122K ﹤0.01%
2,100
338
$119K ﹤0.01%
2,035
339
$118K ﹤0.01%
+1,400
340
$116K ﹤0.01%
1,719
-877
341
$116K ﹤0.01%
+2,972
342
$115K ﹤0.01%
1,427
-99
343
$112K ﹤0.01%
2,188
344
$112K ﹤0.01%
5,000
345
$111K ﹤0.01%
1,020
-100
346
$110K ﹤0.01%
2,005
347
$110K ﹤0.01%
3,400
348
$107K ﹤0.01%
3,000
349
$107K ﹤0.01%
1,841
+90
350
$107K ﹤0.01%
3,305
12 13
14
15 16