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
351
$93K ﹤0.01%
3,400
+1,000
352
$92K ﹤0.01%
1,300
-177
353
$92K ﹤0.01%
+5,380
354
$91K ﹤0.01%
1,800
355
$90K ﹤0.01%
+5,000
356
$90K ﹤0.01%
2,434
357
$89K ﹤0.01%
1,825
-400
358
$88K ﹤0.01%
+800
359
$87K ﹤0.01%
1,200
360
$86K ﹤0.01%
+2,045
361
$84K ﹤0.01%
553
362
$84K ﹤0.01%
3,000
363
$83K ﹤0.01%
1,825
364
$83K ﹤0.01%
2,563
-292
365
$80K ﹤0.01%
1,000
366
$80K ﹤0.01%
+1,800
367
$78K ﹤0.01%
1,500
368
$77K ﹤0.01%
+1,306
369
$77K ﹤0.01%
1,192
370
$77K ﹤0.01%
+4,000
371
$75K ﹤0.01%
1,100
372
$75K ﹤0.01%
1,443
373
$75K ﹤0.01%
+1,710
374
$74K ﹤0.01%
7
375
$74K ﹤0.01%
+1,149
13 14
15
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