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
76
$7.09M 0.19%
75,927
-6,630
77
$6.96M 0.19%
177,451
78
$6.91M 0.19%
58,071
+700
79
$6.87M 0.19%
191,378
-12,294
80
$6.79M 0.19%
63,544
-78,944
81
$6.64M 0.18%
133,791
+3,905
82
$6.57M 0.18%
57,925
+1,578
83
$6.06M 0.17%
180,310
-7,185
84
$6.06M 0.17%
491,360
-6,028
85
$5.99M 0.16%
59,358
+1,975
86
$5.92M 0.16%
102,244
+57,259
87
$5.55M 0.15%
130,187
-1,300
88
$5.46M 0.15%
48,009
+1,489
89
$5.24M 0.14%
89,165
+4,185
90
$5.23M 0.14%
101,825
-5,430
91
$5.11M 0.14%
175,688
-2,650
92
$4.96M 0.14%
91,653
+120
93
$4.47M 0.12%
199,400
-14,436
94
$3.86M 0.11%
74,481
-14,100
95
$3.84M 0.11%
63,257
-1,694
96
$3.83M 0.1%
62,280
-23,597
97
$3.73M 0.1%
71,941
-1,047
98
$3.7M 0.1%
58,003
+2,775
99
$3.6M 0.1%
141,459
-7,557
100
$3.26M 0.09%
69,950
2 3
4
5 6