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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$69K ﹤0.01%
+1,352
377
$69K ﹤0.01%
1,285
378
$69K ﹤0.01%
1,275
-550
379
$68K ﹤0.01%
1,000
380
$68K ﹤0.01%
1,000
-400
381
$67K ﹤0.01%
1,544
382
$67K ﹤0.01%
600
-9,875
383
$67K ﹤0.01%
8,000
384
$66K ﹤0.01%
+5,000
385
$66K ﹤0.01%
3,300
386
$66K ﹤0.01%
2,360
387
$66K ﹤0.01%
1,000
388
$65K ﹤0.01%
+2,500
389
– –
0
390
$64K ﹤0.01%
1,735
-249
391
$64K ﹤0.01%
+1,635
392
$64K ﹤0.01%
1,440
-149
393
$64K ﹤0.01%
7,481
-3,552
394
$62K ﹤0.01%
598
+200
395
$62K ﹤0.01%
2,372
-474
396
$62K ﹤0.01%
956
397
$61K ﹤0.01%
+1,188
398
$61K ﹤0.01%
1,300
-125
399
$61K ﹤0.01%
811
400
$59K ﹤0.01%
4,665
14 15
16
17 18