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
201
$453K 0.01%
38,250
+3,250
202
$450K 0.01%
29,450
203
$446K 0.01%
19,424
204
$437K 0.01%
4,097
205
$435K 0.01%
3,775
206
$411K 0.01%
4,095
-120
207
$407K 0.01%
4,680
208
$406K 0.01%
4,402
+750
209
$403K 0.01%
9,533
210
$395K 0.01%
14,982
-540
211
$394K 0.01%
2,000
212
$377K 0.01%
3,000
213
$373K 0.01%
4,525
214
$373K 0.01%
4,783
+1,309
215
$372K 0.01%
5,197
-259
216
$371K 0.01%
3,225
+550
217
$366K 0.01%
16,497
218
$361K 0.01%
8,217
+1,000
219
$356K 0.01%
11,448
+3,000
220
$355K 0.01%
6,641
221
$349K 0.01%
3,874
+1,535
222
$345K 0.01%
6,666
223
$342K 0.01%
+33,154
224
$341K 0.01%
4,875
225
$339K 0.01%
7,525
7 8
9
10 11