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
551
$11K ﹤0.01%
225
552
$11K ﹤0.01%
240
553
$11K ﹤0.01%
179
554
$11K ﹤0.01%
+250
555
$11K ﹤0.01%
250
556
$11K ﹤0.01%
500
557
$10K ﹤0.01%
300
558
$10K ﹤0.01%
+100
559
$10K ﹤0.01%
741
560
$10K ﹤0.01%
130
561
$9K ﹤0.01%
+204
562
$9K ﹤0.01%
2,500
563
$9K ﹤0.01%
200
564
$9K ﹤0.01%
48
565
$9K ﹤0.01%
+445
566
$9K ﹤0.01%
70
-105
567
$8K ﹤0.01%
117
-225
568
$8K ﹤0.01%
150
569
$8K ﹤0.01%
145
570
$8K ﹤0.01%
162
571
$8K ﹤0.01%
76
572
$8K ﹤0.01%
+506
573
$7K ﹤0.01%
150
-433
574
$7K ﹤0.01%
260
575
$7K ﹤0.01%
50
21 22
23
24 25