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
426
$46K ﹤0.01%
+762
427
$46K ﹤0.01%
1,273
428
$46K ﹤0.01%
462
429
$45K ﹤0.01%
+8,448
430
$45K ﹤0.01%
+1,200
431
$45K ﹤0.01%
1,700
432
$45K ﹤0.01%
894
433
$45K ﹤0.01%
+974
434
$45K ﹤0.01%
1,245
435
$45K ﹤0.01%
700
436
$44K ﹤0.01%
870
437
$44K ﹤0.01%
831
438
$44K ﹤0.01%
1,182
439
$44K ﹤0.01%
+3,950
440
$44K ﹤0.01%
+940
441
$43K ﹤0.01%
+750
442
$43K ﹤0.01%
17,525
-8,300
443
$42K ﹤0.01%
450
444
$42K ﹤0.01%
1,845
445
$41K ﹤0.01%
1,000
-100
446
$40K ﹤0.01%
2,250
-1,250
447
$40K ﹤0.01%
2,500
448
$40K ﹤0.01%
872
+261
449
$39K ﹤0.01%
926
450
$39K ﹤0.01%
1,200
16 17
18
19 20