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
$11.2B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$22.9M
3
+$20.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.7M
5
MSFT icon
Microsoft
MSFT
+$14M

Top Sells

1
+$32.2M
2
+$31.9M
3
+$13.9M
4
FISV
Fiserv Inc
FISV
+$6.76M
5
SYK icon
Stryker
SYK
+$5.36M

Sector Composition

1 Technology 39.27%
2 Healthcare 16.48%
3 Financials 10.49%
4 Consumer Discretionary 10.48%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59.8K ﹤0.01%
200
-30
377
$59.5K ﹤0.01%
759
+89
378
$57.7K ﹤0.01%
493
379
$57.5K ﹤0.01%
250
380
$57.1K ﹤0.01%
896
+230
381
$54.2K ﹤0.01%
1,653
-600
382
$53.5K ﹤0.01%
850
383
$52.9K ﹤0.01%
350
384
$50.8K ﹤0.01%
916
385
$49.2K ﹤0.01%
1,004
386
$48.4K ﹤0.01%
725
387
$48.3K ﹤0.01%
2,000
388
$47.5K ﹤0.01%
990
389
$47.4K ﹤0.01%
1,050
+600
390
$47K ﹤0.01%
494
391
$46.5K ﹤0.01%
427
392
$46K ﹤0.01%
350
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393
$45K ﹤0.01%
1,225
394
$44.7K ﹤0.01%
355
395
$44.5K ﹤0.01%
265
-56
396
$44.5K ﹤0.01%
2,093
397
$43.7K ﹤0.01%
152
+49
398
$43.5K ﹤0.01%
900
399
$42.7K ﹤0.01%
165
400
$42.3K ﹤0.01%
837
14 15
16
17 18