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
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$123M
3
+$110M
4
QCOM icon
Qualcomm
QCOM
+$104M
5
SYK icon
Stryker
SYK
+$97.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$43K ﹤0.01%
+1,800
377
$42K ﹤0.01%
+1,675
378
$41K ﹤0.01%
+915
379
$41K ﹤0.01%
+600
380
$40K ﹤0.01%
+1,100
381
$40K ﹤0.01%
+970
382
$39K ﹤0.01%
+400
383
$38K ﹤0.01%
+7
384
$38K ﹤0.01%
+1,345
385
$38K ﹤0.01%
+1,000
386
$38K ﹤0.01%
+610
387
$38K ﹤0.01%
+2,250
388
$37K ﹤0.01%
+535
389
$37K ﹤0.01%
+831
390
$37K ﹤0.01%
+1,696
391
$37K ﹤0.01%
+7,801
392
$36K ﹤0.01%
+1,600
393
$36K ﹤0.01%
+894
394
$36K ﹤0.01%
+1,053
395
$36K ﹤0.01%
+479
396
$35K ﹤0.01%
+2,200
397
$35K ﹤0.01%
+290
398
$35K ﹤0.01%
+188
399
$35K ﹤0.01%
+700
400
$34K ﹤0.01%
+2,000
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