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
251
$243K 0.01%
4,500
252
$234K 0.01%
+2,355
253
$232K 0.01%
+3,375
254
$230K 0.01%
9,000
255
$228K 0.01%
8,400
256
$227K 0.01%
12,313
-1,120
257
$223K 0.01%
2,219
+350
258
$221K 0.01%
+4,800
259
$221K 0.01%
1,157
+100
260
$218K 0.01%
1,150
261
$215K 0.01%
3,140
262
$213K 0.01%
+1,130
263
$212K 0.01%
4,570
-2,170
264
$207K 0.01%
7,000
265
$203K 0.01%
+15,000
266
– –
0
267
$196K ﹤0.01%
2,884
268
$192K ﹤0.01%
7,450
269
$188K ﹤0.01%
11,626
-323
270
$185K ﹤0.01%
17,545
+324
271
$179K ﹤0.01%
1,755
272
$177K ﹤0.01%
3,625
+3,325
273
$173K ﹤0.01%
3,975
+2,175
274
$172K ﹤0.01%
+1,400
275
$171K ﹤0.01%
6,315
9 10
11
12 13