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
$4.37B
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$26.3M
3
+$11M
4
GILD icon
Gilead Sciences
GILD
+$6.96M
5
CTSH icon
Cognizant
CTSH
+$6.85M

Top Sells

1
+$86.6M
2
+$37.2M
3
+$20.1M
4
FISV
Fiserv Inc
FISV
+$4.93M
5
CHD icon
Church & Dwight Co
CHD
+$3.13M

Sector Composition

1 Technology 21.62%
2 Healthcare 18.51%
3 Consumer Staples 13.66%
4 Consumer Discretionary 9.87%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$84K ﹤0.01%
8,000
352
$83K ﹤0.01%
675
353
$82K ﹤0.01%
2,660
354
$80K ﹤0.01%
800
355
$79K ﹤0.01%
667
-300
356
$77K ﹤0.01%
4,800
357
$77K ﹤0.01%
2,090
358
$76K ﹤0.01%
2,500
359
$75K ﹤0.01%
5,345
-1,765
360
$75K ﹤0.01%
1,352
361
$75K ﹤0.01%
1,080
362
$74K ﹤0.01%
1,280
363
$73K ﹤0.01%
1,553
364
$73K ﹤0.01%
439
+200
365
$72K ﹤0.01%
950
366
$72K ﹤0.01%
900
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367
$71K ﹤0.01%
1,500
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368
$71K ﹤0.01%
2,342
369
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1,000
370
$71K ﹤0.01%
910
371
$70K ﹤0.01%
396
372
$70K ﹤0.01%
1,822
373
$70K ﹤0.01%
800
374
$70K ﹤0.01%
2,734
-412
375
$70K ﹤0.01%
2,372
13 14
15
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