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
201
$425K 0.01%
15,522
+8,197
202
$422K 0.01%
3,775
+693
203
$419K 0.01%
36,151
204
$413K 0.01%
14,250
-1,450
205
$410K 0.01%
11,535
+2,350
206
$404K 0.01%
9,533
207
$400K 0.01%
9,849
+3,339
208
$398K 0.01%
35,000
+3,850
209
$398K 0.01%
4,097
+313
210
$388K 0.01%
4,680
211
$387K 0.01%
5,456
+50
212
$384K 0.01%
14,000
213
$376K 0.01%
2,000
-2,500
214
$373K 0.01%
4,882
+145
215
$363K 0.01%
4,215
216
$361K 0.01%
3,652
217
$359K 0.01%
3,000
218
$348K 0.01%
4,200
-1,650
219
$338K 0.01%
4,525
220
$329K 0.01%
6,666
221
$325K 0.01%
4,875
-1,550
222
$318K 0.01%
8,997
223
$317K 0.01%
6,641
224
$313K 0.01%
3,880
+305
225
$311K 0.01%
7,525
7 8
9
10 11