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
351
$107K ﹤0.01%
2,250
352
$107K ﹤0.01%
1,257
-3,625
353
$106K ﹤0.01%
1,400
354
$104K ﹤0.01%
1,724
+1,300
355
$103K ﹤0.01%
1,000
356
$103K ﹤0.01%
5,000
357
$103K ﹤0.01%
745
358
$102K ﹤0.01%
1,800
359
$101K ﹤0.01%
2,500
-9,035
360
$100K ﹤0.01%
900
361
$97K ﹤0.01%
1,850
-8,215
362
$96K ﹤0.01%
800
363
$94K ﹤0.01%
2,045
364
$94K ﹤0.01%
1,800
365
$94K ﹤0.01%
1,825
366
$94K ﹤0.01%
5,380
367
$91K ﹤0.01%
1,800
368
$90K ﹤0.01%
1,149
369
$90K ﹤0.01%
+1,300
370
$89K ﹤0.01%
1,200
371
$89K ﹤0.01%
2,563
372
$89K ﹤0.01%
+4,400
373
$87K ﹤0.01%
3,000
374
$87K ﹤0.01%
1,437
375
$87K ﹤0.01%
811
-1,025
13 14
15
16 17