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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.1M
3
+$11M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$10.2M
5
TRMB icon
Trimble
TRMB
+$6.7M

Top Sells

1
+$18M
2
+$7.27M
3
+$6.53M
4
IBM icon
IBM
IBM
+$6.43M
5
MCD icon
McDonald's
MCD
+$3.25M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$82K ﹤0.01%
4,125
377
$82K ﹤0.01%
1,300
+200
378
$81K ﹤0.01%
5,475
-225
379
$80K ﹤0.01%
1,530
+630
380
$79K ﹤0.01%
2,045
381
$79K ﹤0.01%
1,000
382
$76K ﹤0.01%
940
+340
383
$75K ﹤0.01%
29,035
-62,900
384
$73K ﹤0.01%
2,941
-950
385
$73K ﹤0.01%
1,069
386
$73K ﹤0.01%
1,450
387
$72K ﹤0.01%
1,475
388
$72K ﹤0.01%
1,200
389
$71K ﹤0.01%
5,910
-1,290
390
$71K ﹤0.01%
+1,845
391
$70K ﹤0.01%
1,443
392
$69K ﹤0.01%
3,400
+100
393
$69K ﹤0.01%
500
394
$69K ﹤0.01%
1,024
395
$69K ﹤0.01%
2,880
-520
396
$68K ﹤0.01%
2,360
397
$67K ﹤0.01%
+877
398
$67K ﹤0.01%
1,589
399
$66K ﹤0.01%
1,680
-840
400
$65K ﹤0.01%
396
14 15
16
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