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
326
$80K ﹤0.01%
+900
327
$78K ﹤0.01%
+2,139
328
$77K ﹤0.01%
+666
329
$77K ﹤0.01%
+300
330
$77K ﹤0.01%
+3,136
331
$76K ﹤0.01%
+1,575
332
$76K ﹤0.01%
+3,600
333
$75K ﹤0.01%
+1,307
334
$75K ﹤0.01%
+1,300
335
$75K ﹤0.01%
+1,200
336
$74K ﹤0.01%
+1,437
337
$74K ﹤0.01%
+3,716
338
$73K ﹤0.01%
+11,250
339
$71K ﹤0.01%
+1,000
340
$70K ﹤0.01%
+2,400
341
$69K ﹤0.01%
+1,545
342
$69K ﹤0.01%
+1,303
343
$66K ﹤0.01%
+2,860
344
$66K ﹤0.01%
+1,972
345
$65K ﹤0.01%
+1,475
346
$65K ﹤0.01%
+2,400
347
$65K ﹤0.01%
+950
348
$64K ﹤0.01%
+3,090
349
$64K ﹤0.01%
+4,775
350
$62K ﹤0.01%
+764
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