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
401
$59K ﹤0.01%
+2,800
402
$59K ﹤0.01%
4,804
403
$59K ﹤0.01%
+1,500
404
$58K ﹤0.01%
+1,500
405
$58K ﹤0.01%
+1,376
406
$57K ﹤0.01%
1,500
-7,025
407
$57K ﹤0.01%
3,120
408
$56K ﹤0.01%
250
409
$55K ﹤0.01%
+4,124
410
$54K ﹤0.01%
514
411
$54K ﹤0.01%
2,295
+795
412
$53K ﹤0.01%
+722
413
$53K ﹤0.01%
2,000
414
$52K ﹤0.01%
3,841
415
$51K ﹤0.01%
+500
416
$49K ﹤0.01%
+1,224
417
$49K ﹤0.01%
635
+515
418
$49K ﹤0.01%
1,000
419
$48K ﹤0.01%
+950
420
$48K ﹤0.01%
1,450
421
$48K ﹤0.01%
+3,300
422
$47K ﹤0.01%
5,475
423
$47K ﹤0.01%
239
424
$47K ﹤0.01%
2,620
425
$47K ﹤0.01%
201
-805
15 16
17
18 19