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
451
$32K ﹤0.01%
926
452
$32K ﹤0.01%
1,075
453
$32K ﹤0.01%
+388
454
$31K ﹤0.01%
400
455
$30K ﹤0.01%
750
456
$30K ﹤0.01%
1,666
-1,500
457
$30K ﹤0.01%
140
+100
458
$29K ﹤0.01%
25
459
$29K ﹤0.01%
525
460
$29K ﹤0.01%
655
+200
461
$29K ﹤0.01%
300
462
$29K ﹤0.01%
645
463
$28K ﹤0.01%
175
464
$27K ﹤0.01%
2,400
-800
465
$27K ﹤0.01%
3,120
466
$27K ﹤0.01%
757
+603
467
$27K ﹤0.01%
516
+425
468
$26K ﹤0.01%
514
469
$26K ﹤0.01%
10,000
470
$25K ﹤0.01%
583
471
$25K ﹤0.01%
945
472
$25K ﹤0.01%
150
473
$25K ﹤0.01%
1,069
474
$25K ﹤0.01%
600
475
$25K ﹤0.01%
635
17 18
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