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
576
$6K ﹤0.01%
25
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40
578
$6K ﹤0.01%
158
+96
579
$6K ﹤0.01%
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580
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+40
581
$5K ﹤0.01%
100
582
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583
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4
586
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+51
587
$4K ﹤0.01%
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588
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127
-1,745
589
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125
590
$4K ﹤0.01%
172
591
$4K ﹤0.01%
100
592
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0
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$4K ﹤0.01%
500
596
$4K ﹤0.01%
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597
$4K ﹤0.01%
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598
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599
$3K ﹤0.01%
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600
$3K ﹤0.01%
48
22 23
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25 26