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
426
$42K ﹤0.01%
600
427
$41K ﹤0.01%
2,000
428
$40K ﹤0.01%
528
429
$40K ﹤0.01%
516
430
$40K ﹤0.01%
668
431
$40K ﹤0.01%
700
432
$40K ﹤0.01%
4
433
$39K ﹤0.01%
1,100
434
$39K ﹤0.01%
871
435
$39K ﹤0.01%
344
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436
$39K ﹤0.01%
1,016
437
$39K ﹤0.01%
+1,373
438
$39K ﹤0.01%
50,000
+10,000
439
$38K ﹤0.01%
1,245
+500
440
$38K ﹤0.01%
1,000
441
$37K ﹤0.01%
831
442
$36K ﹤0.01%
+446
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$35K ﹤0.01%
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444
$35K ﹤0.01%
400
445
$34K ﹤0.01%
2,000
446
$34K ﹤0.01%
188
447
$34K ﹤0.01%
510
448
$34K ﹤0.01%
2,000
449
$34K ﹤0.01%
+1,194
450
$33K ﹤0.01%
1,605
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