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
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$725K
2
+$510K
3
+$501K
4
AIG.WS
American International Group, Inc.
AIG.WS
+$292K
5
ET icon
Energy Transfer Partners
ET
+$205K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$130K ﹤0.01%
4,050
327
$129K ﹤0.01%
1,741
328
$128K ﹤0.01%
3,305
329
$128K ﹤0.01%
1,841
330
$126K ﹤0.01%
1,800
331
$125K ﹤0.01%
245
332
$124K ﹤0.01%
1,825
333
$124K ﹤0.01%
1,505
334
$122K ﹤0.01%
745
335
$122K ﹤0.01%
6,000
336
$120K ﹤0.01%
1,080
337
$120K ﹤0.01%
4,125
338
$118K ﹤0.01%
11,033
339
$118K ﹤0.01%
3,000
340
$117K ﹤0.01%
6,484
341
$117K ﹤0.01%
3,426
342
– –
0
343
$114K ﹤0.01%
1,845
344
$114K ﹤0.01%
1,280
345
$111K ﹤0.01%
1,938
346
$111K ﹤0.01%
8,147
347
$109K ﹤0.01%
1,500
348
$106K ﹤0.01%
2,846
349
$106K ﹤0.01%
912
350
$105K ﹤0.01%
840
12 13
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15 16