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
101
$3.2M 0.09%
46,565
-3,600
102
$3.18M 0.09%
47,257
-7,791
103
$3.1M 0.08%
31,900
+830
104
$3.05M 0.08%
24,509
105
$2.92M 0.08%
29,921
-663
106
$2.75M 0.08%
55,374
+4,710
107
$2.68M 0.07%
18,002
-53
108
$2.62M 0.07%
21,194
-44
109
$2.51M 0.07%
8,214
-252
110
$2.29M 0.06%
31,296
-31
111
$2.26M 0.06%
90,296
+290
112
$2.26M 0.06%
12,066
+4,580
113
$2.25M 0.06%
41,701
+6,271
114
$2.19M 0.06%
72,015
+445
115
$2.02M 0.06%
135,312
116
$1.71M 0.05%
21,492
117
$1.69M 0.05%
42,080
+4,965
118
$1.61M 0.04%
28,840
+4,750
119
$1.6M 0.04%
26,370
-1,340
120
$1.56M 0.04%
92,760
+6,960
121
$1.53M 0.04%
23,232
-2,601
122
$1.52M 0.04%
37,175
123
$1.49M 0.04%
30,582
-17,145
124
$1.47M 0.04%
14,052
125
$1.44M 0.04%
27,585
3 4
5
6 7