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
$3.7B
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
1
$158M 4.27%
2,145,646
-16,446
2
$136M 3.67%
5,101,500
+69,774
3
$131M 3.56%
1,659,134
-16,560
4
$130M 3.51%
1,997,084
-10,836
5
$122M 3.31%
1,758,296
-28,462
6
$113M 3.07%
3,761,158
-20,528
7
$111M 3.01%
1,318,802
-47,444
8
$106M 2.87%
906,339
-57,643
9
$106M 2.86%
1,552,009
-18,925
10
$102M 2.76%
1,264,541
+44,516
11
$99.5M 2.69%
2,846,046
-32,622
12
$98.1M 2.66%
974,672
-20,052
13
$89.4M 2.42%
1,229,826
-14,259
14
$88.7M 2.4%
1,676,196
-25,204
15
$84.8M 2.3%
2,234,630
+496,309
16
$84.3M 2.28%
634,572
-6,431
17
$83.4M 2.26%
3,611,450
-25,386
18
$83M 2.25%
1,832,165
+12,212
19
$71.6M 1.94%
911,508
-117,207
20
$68.9M 1.86%
658,286
-7,905
21
$61.8M 1.67%
1,481,232
-15,999
22
$61.4M 1.66%
1,500,074
-6,537
23
$57.6M 1.56%
1,176,969
-4,134
24
$56M 1.52%
533,859
+27,446
25
$55.4M 1.5%
2,384,060
-82,796
1
2 3 4 5