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
426
$56K ﹤0.01%
+1,500
427
$56K ﹤0.01%
4,000
428
$55K ﹤0.01%
1,544
429
$53K ﹤0.01%
1,075
430
$53K ﹤0.01%
3,600
431
$52K ﹤0.01%
2,234
432
$52K ﹤0.01%
+5,250
433
$52K ﹤0.01%
866
+700
434
$51K ﹤0.01%
1,450
435
$50K ﹤0.01%
1,020
436
$50K ﹤0.01%
3,745
437
$48K ﹤0.01%
900
438
$47K ﹤0.01%
1,000
439
$47K ﹤0.01%
446
440
$45K ﹤0.01%
7,573
-1
441
$45K ﹤0.01%
600
442
$45K ﹤0.01%
+1,000
443
$44K ﹤0.01%
1,086
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444
$44K ﹤0.01%
880
+433
445
$42K ﹤0.01%
871
446
$42K ﹤0.01%
450
447
$42K ﹤0.01%
668
448
$41K ﹤0.01%
1,100
449
$41K ﹤0.01%
+700
450
$41K ﹤0.01%
6,000
-22,247
16 17
18
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