LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$123M
3
+$110M
4
QCOM icon
Qualcomm
QCOM
+$104M
5
SYK icon
Stryker
SYK
+$97.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$251K 0.01%
+15,821
227
$235K 0.01%
+2,145
228
$227K 0.01%
+31,150
229
$224K 0.01%
+9,000
230
$223K 0.01%
+3,612
231
$221K 0.01%
+3,345
232
$219K 0.01%
+10,736
233
$217K 0.01%
+6,700
234
$213K 0.01%
+2,483
235
$213K 0.01%
+9,000
236
$208K 0.01%
+15,305
237
$208K 0.01%
+4,500
238
$206K 0.01%
+7,598
239
$206K 0.01%
+4,246
240
$202K 0.01%
+6,584
241
$201K 0.01%
+1,000
242
$197K 0.01%
+2,185
243
$195K 0.01%
+1,836
244
$192K 0.01%
+4,000
245
$188K 0.01%
+1,100
246
$187K 0.01%
+6,448
247
$183K 0.01%
+2,500
248
$182K 0.01%
+8,089
249
– –
0
250
$172K 0.01%
+3,055
8 9
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