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
176
$605K 0.02%
60,300
+6,150
177
$605K 0.02%
15,302
178
$598K 0.02%
5,605
179
$597K 0.02%
6,732
+1,573
180
$586K 0.02%
8,400
181
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182
$564K 0.02%
47,885
+42,585
183
$556K 0.02%
12,540
184
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7,961
-4,954
185
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5,446
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186
$548K 0.01%
92,047
187
$546K 0.01%
9,450
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188
$518K 0.01%
6,637
189
$517K 0.01%
14,000
190
$513K 0.01%
11,900
191
$503K 0.01%
23,891
192
$498K 0.01%
12,288
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193
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194
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14,683
195
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196
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7,508
197
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2,488
+1,935
198
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+2,000
199
$455K 0.01%
36,151
200
$454K 0.01%
4,514
+314
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