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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$9.15M
3
+$6.16M
4
OXY icon
Occidental Petroleum
OXY
+$4.56M
5
DHR icon
Danaher
DHR
+$4.5M

Top Sells

1
+$10.3M
2
+$4.27M
3
+$3.55M
4
INTU icon
Intuit
INTU
+$2.76M
5
JCI icon
Johnson Controls International
JCI
+$2.66M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$47K ﹤0.01%
1,075
402
$46K ﹤0.01%
3,120
403
$46K ﹤0.01%
750
404
$46K ﹤0.01%
+17,525
405
$45K ﹤0.01%
754
+78
406
$45K ﹤0.01%
239
407
$44K ﹤0.01%
300
408
$43K ﹤0.01%
1,000
-700
409
$43K ﹤0.01%
850
-550
410
$42K ﹤0.01%
850
411
$41K ﹤0.01%
635
-20
412
$40K ﹤0.01%
926
413
$40K ﹤0.01%
635
414
$39K ﹤0.01%
1,000
415
$39K ﹤0.01%
870
416
$39K ﹤0.01%
514
417
$39K ﹤0.01%
1,485
418
$39K ﹤0.01%
+211
419
$38K ﹤0.01%
22,542
420
$38K ﹤0.01%
840
421
$38K ﹤0.01%
1,200
422
$38K ﹤0.01%
3,950
423
$37K ﹤0.01%
2,316
424
$36K ﹤0.01%
852
425
$36K ﹤0.01%
1,125
15 16
17
18 19