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
526
$16K ﹤0.01%
300
527
$16K ﹤0.01%
170
-572
528
$15K ﹤0.01%
1,150
529
$15K ﹤0.01%
2,098
530
$15K ﹤0.01%
250
531
$14K ﹤0.01%
200
532
$14K ﹤0.01%
313
-68
533
$14K ﹤0.01%
125
534
$14K ﹤0.01%
600
535
$14K ﹤0.01%
+158
536
$13K ﹤0.01%
+408
537
$13K ﹤0.01%
900
538
$13K ﹤0.01%
632
539
$13K ﹤0.01%
700
540
$13K ﹤0.01%
300
541
$13K ﹤0.01%
975
542
$13K ﹤0.01%
182
543
$12K ﹤0.01%
207
-15,434
544
$12K ﹤0.01%
175
545
$12K ﹤0.01%
350
546
$12K ﹤0.01%
250
547
$12K ﹤0.01%
200
548
$12K ﹤0.01%
+350
549
$12K ﹤0.01%
100
550
$12K ﹤0.01%
1,150
-14,425
20 21
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