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
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.88M
3
+$8.57M
4
ABT icon
Abbott
ABT
+$5.85M
5
HAIN icon
Hain Celestial
HAIN
+$5.81M

Top Sells

1
+$4.82M
2
+$4.32M
3
+$3.63M
4
GLW icon
Corning
GLW
+$2.71M
5
MDP
Meredith Corporation
MDP
+$2.23M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$71K ﹤0.01%
1,544
352
$71K ﹤0.01%
5,673
+1,549
353
$69K ﹤0.01%
1,188
354
$69K ﹤0.01%
1,000
355
$68K ﹤0.01%
2,360
356
$68K ﹤0.01%
1,100
357
$68K ﹤0.01%
1,352
358
$67K ﹤0.01%
305
+250
359
$67K ﹤0.01%
1,300
360
$67K ﹤0.01%
5,500
+3,000
361
$65K ﹤0.01%
900
362
$65K ﹤0.01%
900
-56
363
$64K ﹤0.01%
800
364
$64K ﹤0.01%
2,372
365
$63K ﹤0.01%
450
-707
366
$62K ﹤0.01%
598
367
$62K ﹤0.01%
1,500
368
$61K ﹤0.01%
1,553
369
$61K ﹤0.01%
3,841
370
$61K ﹤0.01%
1,500
371
$60K ﹤0.01%
+2,500
372
$60K ﹤0.01%
1,250
-190
373
$60K ﹤0.01%
4,123
374
$59K ﹤0.01%
2,295
375
$58K ﹤0.01%
+1,350
13 14
15
16 17