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
276
$136K ﹤0.01%
+2,948
277
$134K ﹤0.01%
+2,557
278
$130K ﹤0.01%
+1,782
279
$128K ﹤0.01%
+7,100
280
$128K ﹤0.01%
+1,938
281
$127K ﹤0.01%
+42,000
282
$125K ﹤0.01%
+1,476
283
$124K ﹤0.01%
+6,484
284
$123K ﹤0.01%
+990
285
$123K ﹤0.01%
+2,035
286
$122K ﹤0.01%
+1,741
287
$119K ﹤0.01%
+1,125
288
$119K ﹤0.01%
+3,968
289
$118K ﹤0.01%
+1,607
290
$117K ﹤0.01%
+2,098
291
$115K ﹤0.01%
+1,892
292
$114K ﹤0.01%
+1,280
293
$114K ﹤0.01%
+1,019
294
$113K ﹤0.01%
+15,536
295
$112K ﹤0.01%
+1,650
296
$110K ﹤0.01%
+11,908
297
$109K ﹤0.01%
+11,621
298
$106K ﹤0.01%
+2,808
299
$106K ﹤0.01%
+2,100
300
$105K ﹤0.01%
+5,074
10 11
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