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
401
$60K ﹤0.01%
5,475
402
$60K ﹤0.01%
1,000
403
$60K ﹤0.01%
1,425
404
$60K ﹤0.01%
2,500
405
$58K ﹤0.01%
3,841
406
$57K ﹤0.01%
1,136
407
$57K ﹤0.01%
2,342
408
$57K ﹤0.01%
1,450
409
$56K ﹤0.01%
1,182
-68
410
$55K ﹤0.01%
2,620
411
$54K ﹤0.01%
239
412
$54K ﹤0.01%
1,437
413
$52K ﹤0.01%
5,250
414
$52K ﹤0.01%
250
415
$50K ﹤0.01%
760
416
$50K ﹤0.01%
5,475
417
$50K ﹤0.01%
850
418
$49K ﹤0.01%
2,234
419
$49K ﹤0.01%
398
420
$47K ﹤0.01%
3,120
421
$47K ﹤0.01%
900
422
$47K ﹤0.01%
1,125
423
$47K ﹤0.01%
1,000
424
$47K ﹤0.01%
700
425
$46K ﹤0.01%
1,100
15 16
17
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