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
76
$6.88M 0.19%
67,787
-8,140
77
$6.83M 0.18%
56,998
-927
78
$6.79M 0.18%
101,002
-13,645
79
$6.57M 0.18%
75,014
-12,740
80
$5.96M 0.16%
481,412
-9,948
81
$5.91M 0.16%
89,365
+200
82
$5.74M 0.16%
101,682
-143
83
$5.42M 0.15%
151,362
-40,016
84
$5.3M 0.14%
60,893
+1,535
85
$5.28M 0.14%
127,044
-3,143
86
$5.03M 0.14%
91,071
-582
87
$4.91M 0.13%
166,914
-8,774
88
$4.8M 0.13%
40,460
-23,084
89
$4.3M 0.12%
173,189
-26,211
90
$4M 0.11%
117,066
-16,725
91
$3.94M 0.11%
70,334
-4,147
92
$3.78M 0.1%
71,941
93
$3.71M 0.1%
64,352
+1,095
94
$3.71M 0.1%
28,950
+7,756
95
$3.64M 0.1%
58,569
+566
96
$3.29M 0.09%
31,900
97
$3.21M 0.09%
128,310
-13,149
98
$3.14M 0.09%
26,515
-21,494
99
$3.12M 0.08%
45,568
-1,689
100
$3.04M 0.08%
24,311
-198
2 3
4
5 6