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
51
$18.6M 0.51%
720,024
-168,912
52
$16.8M 0.46%
156,099
-870
53
$16.3M 0.45%
422,273
+4,041
54
$15.9M 0.43%
439,420
-18,178
55
$15.1M 0.41%
296,821
+54,064
56
$13.9M 0.38%
669,621
+14,180
57
$12.2M 0.33%
246,003
+2,879
58
$12.1M 0.33%
171,145
+875
59
$11.8M 0.32%
254,508
+21,443
60
$11.8M 0.32%
177,944
-5,262
61
$11.4M 0.31%
1,107,028
-9,660
62
$11M 0.3%
622,983
+4,850
63
$10.6M 0.29%
139,031
-1,235
64
$10.5M 0.29%
52,803
-2,495
65
$9.71M 0.27%
1,310,530
-28,075
66
$9.12M 0.25%
115,275
+78
67
$8.69M 0.24%
92,592
+6,618
68
$8.66M 0.24%
190,328
+1,290
69
$8.56M 0.23%
68,671
+1,813
70
$8.42M 0.23%
235,334
-25,710
71
$7.97M 0.22%
114,647
-5,890
72
$7.92M 0.22%
112,505
+8,288
73
$7.75M 0.21%
96,836
+11,427
74
$7.63M 0.21%
150,514
+8,322
75
$7.14M 0.2%
87,754
-3,404
1 2
3
4 5