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
351
$103K ﹤0.01%
1,400
352
$103K ﹤0.01%
945
353
$102K ﹤0.01%
1,691
354
$102K ﹤0.01%
4,414
355
$101K ﹤0.01%
3,252
356
$100K ﹤0.01%
1,232
357
$100K ﹤0.01%
800
358
$99K ﹤0.01%
800
359
$97K ﹤0.01%
4,325
360
$97K ﹤0.01%
1,984
361
$95K ﹤0.01%
1,300
362
$94K ﹤0.01%
2,045
363
$93K ﹤0.01%
1,775
364
$92K ﹤0.01%
900
365
$88K ﹤0.01%
1,000
366
$87K ﹤0.01%
1,800
367
$86K ﹤0.01%
2,450
368
$86K ﹤0.01%
1,872
369
$85K ﹤0.01%
1,290
-7,740
370
$84K ﹤0.01%
956
371
$83K ﹤0.01%
4,590
372
$83K ﹤0.01%
1,140
-1,140
373
$82K ﹤0.01%
1,589
374
$81K ﹤0.01%
1,172
375
$81K ﹤0.01%
25,825
13 14
15
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