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
326
$115K ﹤0.01%
1,741
327
$115K ﹤0.01%
4,680
328
$115K ﹤0.01%
1,100
329
$114K ﹤0.01%
785
-1,365
330
$114K ﹤0.01%
4,325
331
$113K ﹤0.01%
+6,400
332
$112K ﹤0.01%
3,426
333
$111K ﹤0.01%
3,505
+200
334
$109K ﹤0.01%
+3,323
335
– –
0
336
$107K ﹤0.01%
3,178
-110
337
$107K ﹤0.01%
6,000
338
$107K ﹤0.01%
1,500
339
$106K ﹤0.01%
3,302
-4,522
340
$106K ﹤0.01%
+12,044
341
$104K ﹤0.01%
+1,200
342
$103K ﹤0.01%
4,050
343
$103K ﹤0.01%
+7,500
344
$101K ﹤0.01%
800
345
$100K ﹤0.01%
4,598
346
$95K ﹤0.01%
2,280
+1,140
347
$94K ﹤0.01%
22,000
348
$92K ﹤0.01%
1,400
+550
349
$90K ﹤0.01%
1,822
-50
350
$90K ﹤0.01%
4,320
12 13
14
15 16