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
276
$171K ﹤0.01%
1,550
277
$170K ﹤0.01%
5,278
-109
278
$169K ﹤0.01%
1,255
279
$168K ﹤0.01%
4,950
280
$165K ﹤0.01%
10,320
+2,370
281
$164K ﹤0.01%
14,330
+13,040
282
$164K ﹤0.01%
3,415
+373
283
$162K ﹤0.01%
16,900
-24,700
284
$162K ﹤0.01%
3,170
+1,879
285
$157K ﹤0.01%
5,632
+2,166
286
$153K ﹤0.01%
2,725
287
$153K ﹤0.01%
2,766
-2,900
288
$151K ﹤0.01%
5,851
289
$150K ﹤0.01%
4,125
290
$149K ﹤0.01%
1,734
291
$149K ﹤0.01%
1,233
+393
292
$149K ﹤0.01%
15,536
293
$146K ﹤0.01%
430
294
$146K ﹤0.01%
2,903
-400
295
$146K ﹤0.01%
+10,000
296
$146K ﹤0.01%
1,781
-413
297
$146K ﹤0.01%
3,250
+150
298
$146K ﹤0.01%
3,405
-114
299
$145K ﹤0.01%
1,800
300
$144K ﹤0.01%
1,841
10 11
12
13 14