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
476
$32K ﹤0.01%
300
477
$32K ﹤0.01%
388
478
$31K ﹤0.01%
750
479
$31K ﹤0.01%
4
480
$31K ﹤0.01%
926
481
$31K ﹤0.01%
655
482
$31K ﹤0.01%
1,075
483
$30K ﹤0.01%
514
484
$29K ﹤0.01%
2,400
485
$29K ﹤0.01%
25
486
$28K ﹤0.01%
1,691
+993
487
$27K ﹤0.01%
1,069
488
$27K ﹤0.01%
400
489
$26K ﹤0.01%
1,330
490
$26K ﹤0.01%
291
-274
491
$26K ﹤0.01%
635
492
$25K ﹤0.01%
945
493
$25K ﹤0.01%
600
494
$25K ﹤0.01%
1,000
495
$24K ﹤0.01%
525
496
$24K ﹤0.01%
2,620
497
$24K ﹤0.01%
+1,600
498
$23K ﹤0.01%
666
499
$23K ﹤0.01%
620
500
$23K ﹤0.01%
500
18 19
20
21 22