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
351
$89K ﹤0.01%
2,450
352
$88K ﹤0.01%
6,400
+3,200
353
$88K ﹤0.01%
3,252
354
$87K ﹤0.01%
+725
355
$87K ﹤0.01%
2,127
+500
356
$85K ﹤0.01%
800
357
$85K ﹤0.01%
3,097
-5,648
358
$84K ﹤0.01%
900
359
$83K ﹤0.01%
7,000
-1,147
360
$82K ﹤0.01%
715
-197
361
$81K ﹤0.01%
1,000
362
$81K ﹤0.01%
4,123
363
$80K ﹤0.01%
1,300
364
$79K ﹤0.01%
2,941
365
$79K ﹤0.01%
1,800
+25
366
$78K ﹤0.01%
1,553
-1,900
367
$76K ﹤0.01%
900
-1,901
368
$75K ﹤0.01%
1,200
369
$75K ﹤0.01%
1,080
370
$73K ﹤0.01%
396
371
$73K ﹤0.01%
15,655
-5,937
372
$71K ﹤0.01%
630
373
$71K ﹤0.01%
1,100
374
$70K ﹤0.01%
2,342
375
$69K ﹤0.01%
1,010
-744
13 14
15
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