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
51
$18.3M 0.5%
593,336
-126,688
52
$18M 0.49%
149,959
-6,140
53
$17.6M 0.48%
389,757
+92,936
54
$16.2M 0.44%
1,383,228
+276,200
55
$16M 0.43%
377,479
-44,794
56
$15.5M 0.42%
412,855
-26,565
57
$15M 0.41%
683,635
+14,014
58
$12.8M 0.35%
172,621
-5,323
59
$12.2M 0.33%
122,377
+29,785
60
$11.4M 0.31%
175,880
+4,735
61
$11.1M 0.3%
229,253
-25,255
62
$10.9M 0.3%
134,484
-4,547
63
$9.74M 0.26%
113,615
+1,110
64
$9.6M 0.26%
248,454
+97,940
65
$9.48M 0.26%
668,605
+45,622
66
$9.34M 0.25%
115,420
+145
67
$8.95M 0.24%
70,281
+1,610
68
$8.87M 0.24%
186,856
-3,472
69
$8.73M 0.24%
52,269
-534
70
$8.4M 0.23%
97,936
+1,100
71
$7.9M 0.21%
132,749
+30,505
72
$7.76M 0.21%
59,465
+1,394
73
$7.58M 0.21%
229,342
-5,992
74
$7.57M 0.2%
1,074,555
-235,975
75
$7.13M 0.19%
175,369
-2,082
1 2
3
4 5