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
101
$2.99M 0.08%
56,934
+1,560
102
$2.94M 0.08%
24,965
-4,956
103
$2.73M 0.07%
18,002
104
$2.57M 0.07%
44,780
-1,785
105
$2.56M 0.07%
8,129
-85
106
$2.49M 0.07%
30,256
-1,040
107
$2.47M 0.07%
38,753
-23,527
108
$2.45M 0.07%
86,977
+14,962
109
$2.36M 0.06%
102,489
-941,808
110
$2.35M 0.06%
48,825
-21,125
111
$2.29M 0.06%
41,641
-60
112
$2.1M 0.06%
78,192
-12,104
113
$2.04M 0.06%
10,403
-1,663
114
$1.92M 0.05%
121,112
-14,200
115
$1.76M 0.05%
26,370
116
$1.72M 0.05%
28,840
117
$1.71M 0.05%
23,232
118
$1.68M 0.05%
21,492
119
$1.66M 0.04%
20,001
+5,150
120
$1.59M 0.04%
36,690
-485
121
$1.58M 0.04%
12,669
+400
122
$1.54M 0.04%
45,690
+3,610
123
$1.52M 0.04%
93,760
+1,000
124
$1.5M 0.04%
8,991
+1,294
125
$1.48M 0.04%
27,585
3 4
5
6 7