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
501
$23K ﹤0.01%
3,120
502
$23K ﹤0.01%
+200
503
$22K ﹤0.01%
600
504
$22K ﹤0.01%
800
505
$22K ﹤0.01%
4,500
506
$22K ﹤0.01%
198
507
$21K ﹤0.01%
500
508
$20K ﹤0.01%
350
509
$20K ﹤0.01%
112
510
$20K ﹤0.01%
488
511
$19K ﹤0.01%
250
512
$18K ﹤0.01%
1,000
513
$18K ﹤0.01%
375
514
$18K ﹤0.01%
170
515
$18K ﹤0.01%
300
516
$17K ﹤0.01%
843
517
$17K ﹤0.01%
500
518
$17K ﹤0.01%
270
519
$17K ﹤0.01%
625
520
$17K ﹤0.01%
500
521
$17K ﹤0.01%
1,829
+1,083
522
$16K ﹤0.01%
500
523
$16K ﹤0.01%
600
524
$16K ﹤0.01%
400
525
$16K ﹤0.01%
2,400
19 20
21
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