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
26
$48.2M 1.32%
491,887
-44,652
27
$48.1M 1.32%
506,413
+46,417
28
$47.3M 1.29%
2,466,856
+40,068
29
$42.5M 1.16%
168,349
+8,928
30
$40.9M 1.12%
489,705
-12,387
31
$38.1M 1.04%
570,173
-14,682
32
$36M 0.98%
332,957
-12,667
33
$35.1M 0.96%
282,947
-2,010
34
$33.2M 0.91%
405,340
+18,797
35
$32.2M 0.88%
355,069
-3,603
36
$29.4M 0.8%
802,228
+27,202
37
$27M 0.74%
973,395
+14,815
38
$26.9M 0.74%
1,044,297
-94,611
39
$24.9M 0.68%
312,497
-3,540
40
$24.3M 0.67%
450,816
+3,384
41
$24.2M 0.66%
264,880
-7,917
42
$24.1M 0.66%
131,211
-34,927
43
$23.5M 0.64%
415,348
-3,164
44
$23.2M 0.63%
131,243
+5,504
45
$22.5M 0.62%
180,087
-1,270
46
$22.2M 0.61%
375,588
+500
47
$22M 0.6%
200,065
-1,616
48
$20.5M 0.56%
293,508
+196,880
49
$20M 0.55%
267,506
-4,240
50
$18.7M 0.51%
505,892
+6,856
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