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
451
$41K ﹤0.01%
344
452
$41K ﹤0.01%
700
453
$40K ﹤0.01%
1,000
454
$40K ﹤0.01%
1,245
455
$40K ﹤0.01%
1,666
456
$40K ﹤0.01%
2,000
457
$39K ﹤0.01%
+2,959
458
$39K ﹤0.01%
1,650
459
$39K ﹤0.01%
20,000
+10,000
460
$39K ﹤0.01%
1,194
461
$38K ﹤0.01%
831
462
$38K ﹤0.01%
894
463
$38K ﹤0.01%
140
464
$38K ﹤0.01%
462
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465
$38K ﹤0.01%
1,000
466
$37K ﹤0.01%
870
-955
467
$37K ﹤0.01%
2,000
468
$36K ﹤0.01%
300
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469
$35K ﹤0.01%
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470
$35K ﹤0.01%
510
471
$34K ﹤0.01%
2,000
472
$34K ﹤0.01%
386
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473
$34K ﹤0.01%
414
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474
$33K ﹤0.01%
1,444
-161
475
$33K ﹤0.01%
200
+50
17 18
19
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