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
326
$127K ﹤0.01%
2,600
327
$127K ﹤0.01%
8,000
328
$125K ﹤0.01%
1,375
329
$125K ﹤0.01%
2,127
330
$124K ﹤0.01%
3,600
331
$123K ﹤0.01%
1,741
-554
332
$123K ﹤0.01%
6,400
333
$123K ﹤0.01%
3,935
+5
334
$123K ﹤0.01%
1,240
335
$123K ﹤0.01%
1,010
336
$122K ﹤0.01%
1,550
-33
337
$121K ﹤0.01%
2,200
338
$120K ﹤0.01%
245
339
$116K ﹤0.01%
800
340
$115K ﹤0.01%
1,010
341
$113K ﹤0.01%
6,400
342
$110K ﹤0.01%
4,000
+2,000
343
$110K ﹤0.01%
1,300
344
$110K ﹤0.01%
1,741
345
$107K ﹤0.01%
3,000
346
$106K ﹤0.01%
725
347
$104K ﹤0.01%
2,850
-81
348
$104K ﹤0.01%
2,372
349
$103K ﹤0.01%
2,450
350
$103K ﹤0.01%
1,700
12 13
14
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