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
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.3M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
OXY icon
Occidental Petroleum
OXY
+$9.17M

Top Sells

1
+$45.4M
2
+$19.3M
3
+$7.57M
4
RTX icon
RTX Corp
RTX
+$7.56M
5
GILD icon
Gilead Sciences
GILD
+$7.37M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$154K ﹤0.01%
1,000
302
$153K ﹤0.01%
1,500
303
$153K ﹤0.01%
+9,400
304
$152K ﹤0.01%
1,900
305
$151K ﹤0.01%
1,425
+20
306
$151K ﹤0.01%
964
307
$148K ﹤0.01%
1,800
308
$148K ﹤0.01%
2,325
309
$146K ﹤0.01%
2,000
310
$145K ﹤0.01%
1,287
+87
311
$140K ﹤0.01%
20,300
+2,750
312
$137K ﹤0.01%
2,000
-200
313
$137K ﹤0.01%
2,699
+51
314
$137K ﹤0.01%
840
315
$136K ﹤0.01%
5,000
316
$135K ﹤0.01%
600
317
$133K ﹤0.01%
7,901
318
$132K ﹤0.01%
1,554
-20
319
$132K ﹤0.01%
1,975
-25
320
$130K ﹤0.01%
3,330
321
$130K ﹤0.01%
14,839
322
$129K ﹤0.01%
5,273
+4,390
323
$128K ﹤0.01%
+1,894
324
$128K ﹤0.01%
1,165
-3,000
325
$128K ﹤0.01%
4,095
-70
11 12
13
14 15