LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
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
+$30M
2
+$15.6M
3
+$4.25M
4
PRAA icon
PRA Group
PRAA
+$3.08M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$2.63M

Top Sells

1
+$7.47M
2
+$6.15M
3
+$5.65M
4
TUC
MAC-GRAY CORP
TUC
+$5.57M
5
MCD icon
McDonald's
MCD
+$4.27M

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
651
$0 ﹤0.01%
48
652
– –
-400
653
$0 ﹤0.01%
38
-11,250
654
– –
-12
655
– –
-800
656
– –
-262,222
657
$0 ﹤0.01%
3
658
– –
0
659
$0 ﹤0.01%
531
660
– –
-722
661
– –
-2,285
662
$0 ﹤0.01%
165
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