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
176
$610K 0.02%
15,302
-1,927
177
$604K 0.02%
16,150
+2,556
178
$602K 0.02%
22,375
-2,000
179
$592K 0.02%
5,605
180
$575K 0.02%
92,047
181
$573K 0.02%
12,540
+440
182
$555K 0.02%
23,891
+3,564
183
$544K 0.01%
5,919
+1,030
184
$542K 0.01%
15,700
-253
185
$536K 0.01%
54,150
+14,475
186
$532K 0.01%
10,065
+250
187
$525K 0.01%
8,400
188
$517K 0.01%
8,633
-900
189
$483K 0.01%
11,797
-5,573
190
$479K 0.01%
6,637
191
$473K 0.01%
9,939
+3,827
192
$468K 0.01%
11,900
+3,205
193
$467K 0.01%
6,974
-574
194
$458K 0.01%
3,875
195
$456K 0.01%
5,159
+870
196
$442K 0.01%
7,508
197
$440K 0.01%
14,683
198
$437K 0.01%
10,764
199
$433K 0.01%
29,450
-777
200
$425K 0.01%
19,424
6 7
8
9 10