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
401
$68K ﹤0.01%
4,320
402
$67K ﹤0.01%
1,000
403
$67K ﹤0.01%
1,475
-109
404
$67K ﹤0.01%
300
405
$66K ﹤0.01%
1,800
406
$66K ﹤0.01%
5,000
407
$65K ﹤0.01%
4,125
408
$63K ﹤0.01%
337
409
$63K ﹤0.01%
2,465
-200
410
$62K ﹤0.01%
1,852
411
$62K ﹤0.01%
312
+124
412
$61K ﹤0.01%
2,342
413
$61K ﹤0.01%
2,291
414
$60K ﹤0.01%
+1,500
415
$60K ﹤0.01%
1,031
-275
416
$59K ﹤0.01%
+1,125
417
$59K ﹤0.01%
1,665
418
$58K ﹤0.01%
4,020
419
$58K ﹤0.01%
500
420
$57K ﹤0.01%
1,775
-12,475
421
$57K ﹤0.01%
+354
422
$57K ﹤0.01%
1,675
423
$57K ﹤0.01%
1,710
424
$56K ﹤0.01%
396
425
$56K ﹤0.01%
3,150
15 16
17
18 19