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
301
$105K ﹤0.01%
+27
302
$102K ﹤0.01%
+3,200
303
$102K ﹤0.01%
+2,100
304
$99K ﹤0.01%
+3,200
305
$99K ﹤0.01%
+3,250
306
$99K ﹤0.01%
+255
307
$96K ﹤0.01%
+6,400
308
$94K ﹤0.01%
+1,800
309
$94K ﹤0.01%
+2,891
310
$92K ﹤0.01%
+1,175
311
$92K ﹤0.01%
+2,100
312
$90K ﹤0.01%
+400
313
$89K ﹤0.01%
+2,325
314
$87K ﹤0.01%
+745
315
$86K ﹤0.01%
+3,466
316
– –
0
317
$84K ﹤0.01%
+1,020
318
$84K ﹤0.01%
+4,000
319
$84K ﹤0.01%
+1,000
320
$84K ﹤0.01%
+2,434
321
$83K ﹤0.01%
+2,185
322
$83K ﹤0.01%
+1,366
323
$81K ﹤0.01%
+2,600
324
$80K ﹤0.01%
+3,000
325
$80K ﹤0.01%
+1,800
11 12
13
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