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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$74K ﹤0.01%
+1,000
402
$70K ﹤0.01%
1,188
-157
403
$68K ﹤0.01%
4,680
404
$68K ﹤0.01%
1,000
405
$68K ﹤0.01%
2,000
406
$67K ﹤0.01%
1,275
407
$67K ﹤0.01%
8,376
408
$67K ﹤0.01%
+593
409
$66K ﹤0.01%
1,931
410
$65K ﹤0.01%
1,200
-1,600
411
$65K ﹤0.01%
1,575
412
$65K ﹤0.01%
1,741
413
$65K ﹤0.01%
1,616
414
$64K ﹤0.01%
+1,350
415
$64K ﹤0.01%
1,355
+1,003
416
$63K ﹤0.01%
750
417
$63K ﹤0.01%
1,437
418
$63K ﹤0.01%
305
-151
419
$63K ﹤0.01%
384
420
$63K ﹤0.01%
1,003
421
$62K ﹤0.01%
4,000
422
$61K ﹤0.01%
1,075
423
$60K ﹤0.01%
928
+428
424
$60K ﹤0.01%
509
425
$60K ﹤0.01%
+1,125
15 16
17
18 19