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
126
$1.43M 0.04%
+9,213
127
$1.4M 0.04%
30,430
-2,650
128
$1.4M 0.04%
12,269
-855
129
$1.37M 0.04%
15,173
-328
130
$1.32M 0.04%
30,015
-4,184
131
$1.29M 0.04%
14,675
-3,775
132
$1.27M 0.03%
26,054
-100
133
$1.27M 0.03%
22,327
134
$1.25M 0.03%
23,460
+496
135
$1.23M 0.03%
79,058
+200
136
$1.19M 0.03%
7,697
137
$1.18M 0.03%
124,838
+10,000
138
$1.15M 0.03%
40,116
139
$1.14M 0.03%
15,392
-1,100
140
$1.12M 0.03%
6
-1
141
$1.12M 0.03%
21,570
+1,468
142
$1.11M 0.03%
42,020
-118
143
$1.11M 0.03%
8,387
+586
144
$1.11M 0.03%
16,860
-245
145
$1.09M 0.03%
16,315
-1,660
146
$1.07M 0.03%
21,460
147
$1.05M 0.03%
14,851
+730
148
$1.03M 0.03%
87,055
+1,610
149
$1.03M 0.03%
8,321
+2,150
150
$1.02M 0.03%
18,775
4 5
6
7 8