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
376
$73K ﹤0.01%
2,660
377
$72K ﹤0.01%
886
+386
378
$72K ﹤0.01%
+1,814
379
$71K ﹤0.01%
1,125
380
$71K ﹤0.01%
1,437
381
$71K ﹤0.01%
1,200
382
$70K ﹤0.01%
7,200
+3,600
383
$70K ﹤0.01%
1,584
+109
384
$69K ﹤0.01%
881
-619
385
$68K ﹤0.01%
1,000
386
$67K ﹤0.01%
1,243
387
$67K ﹤0.01%
2,034
388
$67K ﹤0.01%
4,320
-4,050
389
$66K ﹤0.01%
1,100
+100
390
$65K ﹤0.01%
2,360
391
$65K ﹤0.01%
2,665
+200
392
$63K ﹤0.01%
4,775
393
$63K ﹤0.01%
742
+572
394
$62K ﹤0.01%
+300
395
$62K ﹤0.01%
+5,300
396
$61K ﹤0.01%
4,425
-3,975
397
$60K ﹤0.01%
1,800
398
$60K ﹤0.01%
337
-100
399
$59K ﹤0.01%
3,150
400
$59K ﹤0.01%
2,342
14 15
16
17 18