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
401
$57K ﹤0.01%
3,841
402
$56K ﹤0.01%
1,852
403
$56K ﹤0.01%
2,234
404
$56K ﹤0.01%
+4,125
405
$56K ﹤0.01%
1,675
406
$55K ﹤0.01%
4,020
407
$54K ﹤0.01%
500
408
$54K ﹤0.01%
1,544
409
$54K ﹤0.01%
1,075
410
$54K ﹤0.01%
1,665
411
$53K ﹤0.01%
3,600
412
$52K ﹤0.01%
396
413
$52K ﹤0.01%
5,000
414
$52K ﹤0.01%
+1,450
415
$49K ﹤0.01%
1,020
416
$48K ﹤0.01%
565
-11,602
417
$48K ﹤0.01%
+2,291
418
$47K ﹤0.01%
900
419
$47K ﹤0.01%
1,000
420
$47K ﹤0.01%
1,000
421
$46K ﹤0.01%
3,745
+1,540
422
$46K ﹤0.01%
+1,650
423
$43K ﹤0.01%
1,250
-1,250
424
$42K ﹤0.01%
+450
425
$42K ﹤0.01%
7,574
15 16
17
18 19