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
126
$1.46M 0.04%
13,225
-827
127
$1.44M 0.04%
15,163
-10
128
$1.37M 0.04%
28,544
+2,490
129
$1.36M 0.04%
79,058
130
$1.35M 0.04%
14,425
-250
131
$1.31M 0.04%
29,415
-600
132
$1.26M 0.03%
15,392
133
$1.26M 0.03%
23,370
-90
134
$1.25M 0.03%
8,603
-610
135
$1.25M 0.03%
8,250
-137
136
$1.24M 0.03%
46,502
+4,482
137
$1.23M 0.03%
87,285
+230
138
$1.21M 0.03%
40,116
139
$1.21M 0.03%
16,660
-200
140
$1.19M 0.03%
22,327
141
$1.18M 0.03%
21,585
+125
142
$1.17M 0.03%
124,838
143
$1.15M 0.03%
25,092
-5,490
144
$1.14M 0.03%
6
145
$1.1M 0.03%
18,775
146
$1.09M 0.03%
909
+300
147
$1.08M 0.03%
22,352
148
$1.02M 0.03%
16,165
-150
149
$1M 0.03%
20,654
-916
150
$994K 0.03%
17,031
4 5
6
7 8