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
251
$172K 0.01%
+12,618
252
$171K 0.01%
+7,315
253
$171K 0.01%
+5,535
254
$170K 0.01%
+10,247
255
$167K 0.01%
+22,247
256
$166K 0.01%
+1,786
257
$166K 0.01%
+4,166
258
$163K 0.01%
+7,717
259
$161K 0.01%
+1,480
260
$160K 0.01%
+7,381
261
$160K 0.01%
+5,289
262
$160K 0.01%
+5,068
263
$159K 0.01%
+3,000
264
$153K ﹤0.01%
+13,000
265
$153K ﹤0.01%
+1,855
266
$151K ﹤0.01%
+6,180
267
$150K ﹤0.01%
+2,270
268
$148K ﹤0.01%
+3,095
269
$145K ﹤0.01%
+1,550
270
$143K ﹤0.01%
+5,875
271
$143K ﹤0.01%
+5,209
272
$142K ﹤0.01%
+35,375
273
$141K ﹤0.01%
+5,182
274
$140K ﹤0.01%
+2,000
275
$137K ﹤0.01%
+9,315
9 10
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