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
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$725K
2
+$510K
3
+$501K
4
AIG.WS
American International Group, Inc.
AIG.WS
+$292K
5
ET icon
Energy Transfer Partners
ET
+$205K

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$80K ﹤0.01%
1,000
377
$78K ﹤0.01%
1,845
378
$77K ﹤0.01%
630
379
$77K ﹤0.01%
4,804
380
$77K ﹤0.01%
4,123
381
$75K ﹤0.01%
2,941
382
$75K ﹤0.01%
1,724
383
$74K ﹤0.01%
811
384
$73K ﹤0.01%
1,200
385
$73K ﹤0.01%
3,500
386
$72K ﹤0.01%
1,069
387
$72K ﹤0.01%
1,285
388
$71K ﹤0.01%
2,360
389
$71K ﹤0.01%
1,100
390
$71K ﹤0.01%
905
391
$70K ﹤0.01%
4,320
392
$69K ﹤0.01%
3,300
393
$69K ﹤0.01%
1,291
394
– –
0
395
$65K ﹤0.01%
1,675
396
$64K ﹤0.01%
4,665
397
$64K ﹤0.01%
1,544
398
$63K ﹤0.01%
396
399
$61K ﹤0.01%
1,627
400
$61K ﹤0.01%
1,640
14 15
16
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