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
426
$24K ﹤0.01%
+300
427
$24K ﹤0.01%
+400
428
$23K ﹤0.01%
+1,519
429
$23K ﹤0.01%
+2,400
430
$23K ﹤0.01%
+150
431
$23K ﹤0.01%
+750
432
$23K ﹤0.01%
+666
433
$22K ﹤0.01%
+1,000
434
$22K ﹤0.01%
+3,000
435
$22K ﹤0.01%
+300
436
$22K ﹤0.01%
+300
437
$22K ﹤0.01%
+2,000
438
$22K ﹤0.01%
+851
439
$21K ﹤0.01%
+390
440
$21K ﹤0.01%
+400
441
$20K ﹤0.01%
+1,069
442
$20K ﹤0.01%
+327
443
$20K ﹤0.01%
+500
444
$20K ﹤0.01%
+500
445
$20K ﹤0.01%
+600
446
$20K ﹤0.01%
+500
447
$19K ﹤0.01%
+3,120
448
$19K ﹤0.01%
+500
449
$19K ﹤0.01%
+455
450
$19K ﹤0.01%
+750
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