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
351
$60K ﹤0.01%
+3,166
352
$59K ﹤0.01%
+2,343
353
$58K ﹤0.01%
+800
354
$57K ﹤0.01%
+950
355
$57K ﹤0.01%
+2,150
356
$56K ﹤0.01%
+40,000
357
$53K ﹤0.01%
+396
358
$53K ﹤0.01%
+2,000
359
$52K ﹤0.01%
+2,234
360
$51K ﹤0.01%
+1,852
361
$51K ﹤0.01%
+1,665
362
$50K ﹤0.01%
+1,000
363
$50K ﹤0.01%
+1,800
364
$50K ﹤0.01%
+437
365
$48K ﹤0.01%
+4,320
366
$48K ﹤0.01%
+1,544
367
$48K ﹤0.01%
+1,188
368
$48K ﹤0.01%
+650
369
$47K ﹤0.01%
+900
370
$47K ﹤0.01%
+1,075
371
$46K ﹤0.01%
+1,000
372
$46K ﹤0.01%
+3
373
$44K ﹤0.01%
+1,160
374
$44K ﹤0.01%
+1,020
375
$43K ﹤0.01%
+1,136
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