LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
1
$162M 4.42%
2,162,092
-30,208
2
$153M 4.17%
5,031,726
-27,902
3
$132M 3.61%
1,675,694
+6,215
4
$121M 3.31%
1,786,758
-19,178
5
$113M 3.09%
2,007,920
+18,468
6
$111M 3.04%
1,366,246
-27,658
7
$107M 2.93%
3,781,686
-44,820
8
$102M 2.79%
1,570,934
-30,883
9
$99.4M 2.72%
2,878,668
-7,500
10
$97.2M 2.66%
994,724
-3,611
11
$94.8M 2.59%
1,220,025
-1,913
12
$94.6M 2.58%
963,982
+27,500
13
$91.5M 2.5%
1,244,085
+11,188
14
$85.8M 2.34%
1,701,400
+16,845
15
$84M 2.29%
641,003
-480
16
$83M 2.27%
3,636,836
+8,116
17
$82.9M 2.27%
1,028,715
-18,564
18
$77.9M 2.13%
1,819,953
+57,421
19
$73.5M 2.01%
1,738,321
+711,647
20
$71.8M 1.96%
1,473,955
-122,636
21
$65.4M 1.79%
666,191
-2,074
22
$61.4M 1.68%
1,497,231
-4,734
23
$59.8M 1.63%
1,181,103
+1,339
24
$58M 1.59%
1,506,611
+24,770
25
$53.1M 1.45%
356,128
-1,380
1
2 3 4 5