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
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.3M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
OXY icon
Occidental Petroleum
OXY
+$9.17M

Top Sells

1
+$45.4M
2
+$19.3M
3
+$7.57M
4
RTX icon
RTX Corp
RTX
+$7.56M
5
GILD icon
Gilead Sciences
GILD
+$7.37M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$102K ﹤0.01%
2,158
352
$101K ﹤0.01%
3,093
353
$101K ﹤0.01%
900
354
$100K ﹤0.01%
1,100
355
$100K ﹤0.01%
2,022
356
$100K ﹤0.01%
1,250
357
$99K ﹤0.01%
1,179
-388
358
$99K ﹤0.01%
4,680
359
$99K ﹤0.01%
1,680
-3,800
360
$96K ﹤0.01%
2,734
361
$95K ﹤0.01%
625
-175
362
$94K ﹤0.01%
890
363
$93K ﹤0.01%
2,660
364
$93K ﹤0.01%
1,352
365
$93K ﹤0.01%
1,000
-200
366
$93K ﹤0.01%
1,203
367
$93K ﹤0.01%
475
368
$92K ﹤0.01%
900
369
$91K ﹤0.01%
2,666
370
$90K ﹤0.01%
200
371
$88K ﹤0.01%
975
+25
372
$87K ﹤0.01%
4,325
373
$86K ﹤0.01%
+2,630
374
$85K ﹤0.01%
1,544
375
$84K ﹤0.01%
1,096
-904
13 14
15
16 17