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
151
$970K 0.03%
12,915
+488
152
$966K 0.03%
27,618
+2,000
153
$940K 0.03%
22,352
154
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17,031
-821
155
$896K 0.02%
15,641
156
$890K 0.02%
7,092
157
$802K 0.02%
6,533
158
$797K 0.02%
8,050
159
$773K 0.02%
18,810
+20
160
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17,853
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161
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5,000
162
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609
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163
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41,866
+2,225
164
$715K 0.02%
12,101
165
$705K 0.02%
12,810
166
$686K 0.02%
6,008
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167
$657K 0.02%
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168
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12,000
169
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170
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7,172
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172
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6,408
-1,025
173
$619K 0.02%
28,860
+3,615
174
$617K 0.02%
10,605
175
$616K 0.02%
14,641
-500
5 6
7
8 9