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
301
$143K ﹤0.01%
1,125
302
$142K ﹤0.01%
20,690
-68,535
303
$141K ﹤0.01%
+6,600
304
$140K ﹤0.01%
5,921
+64
305
$140K ﹤0.01%
10,860
306
$138K ﹤0.01%
1,935
-910
307
$135K ﹤0.01%
3,000
308
$135K ﹤0.01%
1,650
309
$133K ﹤0.01%
245
310
$132K ﹤0.01%
2,500
311
$131K ﹤0.01%
4,010
312
$131K ﹤0.01%
11,300
-750
313
$130K ﹤0.01%
+10,221
314
$130K ﹤0.01%
6,000
-4,640
315
$129K ﹤0.01%
1,100
316
$128K ﹤0.01%
5,000
+450
317
$128K ﹤0.01%
2,000
318
$126K ﹤0.01%
3,563
319
$125K ﹤0.01%
4,875
-6,891
320
$125K ﹤0.01%
3,188
321
$124K ﹤0.01%
5,200
-234
322
$123K ﹤0.01%
2,467
323
$123K ﹤0.01%
960
+15
324
$120K ﹤0.01%
6,484
325
$118K ﹤0.01%
2,600
-2,275
11 12
13
14 15