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
26
$55.1M 1.49%
356,863
+735
27
$47.7M 1.29%
555,710
+262,202
28
$44.1M 1.19%
173,323
+4,974
29
$42.2M 1.14%
418,852
-73,035
30
$41.9M 1.13%
469,316
-20,389
31
$40.2M 1.09%
853,676
-620,279
32
$38.3M 1.04%
989,596
+187,368
33
$37.2M 1.01%
560,042
-10,131
34
$36.4M 0.99%
327,309
-5,648
35
$35.5M 0.96%
281,744
-1,203
36
$34M 0.92%
403,408
-1,932
37
$31.5M 0.85%
347,988
-7,081
38
$29.4M 0.8%
1,017,005
+43,610
39
$25.5M 0.69%
259,125
-5,755
40
$24.8M 0.67%
306,961
-5,536
41
$23.7M 0.64%
452,598
+206,595
42
$22.7M 0.61%
190,442
-9,623
43
$22.4M 0.61%
426,184
-24,632
44
$22.2M 0.6%
175,099
-4,988
45
$21.8M 0.59%
376,088
+500
46
$20M 0.54%
133,303
+2,060
47
$19.6M 0.53%
506,426
+534
48
$19.6M 0.53%
392,339
-23,009
49
$19.5M 0.53%
112,514
-18,697
50
$19.4M 0.53%
257,793
-9,713
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