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
476
$25K ﹤0.01%
1,274
477
$24K ﹤0.01%
666
478
$24K ﹤0.01%
300
479
$24K ﹤0.01%
2,620
480
$24K ﹤0.01%
+2,400
481
$23K ﹤0.01%
342
+67
482
$23K ﹤0.01%
+1,330
483
$23K ﹤0.01%
424
484
$23K ﹤0.01%
+600
485
$23K ﹤0.01%
488
486
$22K ﹤0.01%
375
487
$22K ﹤0.01%
666
488
$21K ﹤0.01%
500
489
$21K ﹤0.01%
600
490
$21K ﹤0.01%
447
+57
491
$21K ﹤0.01%
4,500
492
$20K ﹤0.01%
500
493
$20K ﹤0.01%
620
494
$20K ﹤0.01%
350
495
$20K ﹤0.01%
198
496
$19K ﹤0.01%
1,000
497
$19K ﹤0.01%
112
498
$19K ﹤0.01%
2,255
-600
499
$18K ﹤0.01%
500
500
$18K ﹤0.01%
500
18 19
20
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