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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$336K 0.01%
8,000
+4,000
227
$332K 0.01%
2,689
228
$326K 0.01%
12,700
+2,000
229
$323K 0.01%
14,000
230
$320K 0.01%
6,097
-6,561
231
$311K 0.01%
6,990
+1,971
232
$306K 0.01%
2,000
-1,975
233
$304K 0.01%
+10,350
234
$299K 0.01%
1,575
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235
$292K 0.01%
+8,067
236
$289K 0.01%
3,032
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237
$280K 0.01%
825
238
$276K 0.01%
2,452
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239
$271K 0.01%
4,000
240
$268K 0.01%
7,323
-3,230
241
$267K 0.01%
6,185
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242
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243
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244
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4,453
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245
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246
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5,508
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247
$253K 0.01%
8,448
-3,000
248
$253K 0.01%
4,165
249
– –
0
250
$251K 0.01%
2,000
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10
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