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
401
$33K ﹤0.01%
+926
402
$33K ﹤0.01%
+43
403
$33K ﹤0.01%
+325
404
$32K ﹤0.01%
+350
405
$31K ﹤0.01%
+2,150
406
$31K ﹤0.01%
+1,100
407
$31K ﹤0.01%
+1,000
408
$31K ﹤0.01%
+750
409
$30K ﹤0.01%
+450
410
$30K ﹤0.01%
+2,855
411
$30K ﹤0.01%
+10,000
412
$29K ﹤0.01%
+510
413
$28K ﹤0.01%
+3,600
414
$28K ﹤0.01%
+2,620
415
$27K ﹤0.01%
+514
416
$26K ﹤0.01%
+525
417
$26K ﹤0.01%
+510
418
$25K ﹤0.01%
+550
419
$25K ﹤0.01%
+1,677
420
$25K ﹤0.01%
+400
421
$25K ﹤0.01%
+650
422
$24K ﹤0.01%
+945
423
$24K ﹤0.01%
+1,163
424
$24K ﹤0.01%
+424
425
$24K ﹤0.01%
+635
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