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
426
$36K ﹤0.01%
4,926
427
$36K ﹤0.01%
500
-7,700
428
$35K ﹤0.01%
1,444
429
$35K ﹤0.01%
2,234
430
$35K ﹤0.01%
800
431
$35K ﹤0.01%
900
432
$34K ﹤0.01%
1,172
-10
433
$34K ﹤0.01%
460
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434
$34K ﹤0.01%
3,666
435
$33K ﹤0.01%
291
436
$32K ﹤0.01%
188
437
$32K ﹤0.01%
7,798
438
$32K ﹤0.01%
1,600
-650
439
$31K ﹤0.01%
+824
440
$31K ﹤0.01%
485
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441
$31K ﹤0.01%
3,000
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$31K ﹤0.01%
532
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$31K ﹤0.01%
1,200
444
$30K ﹤0.01%
655
445
$30K ﹤0.01%
998
446
$30K ﹤0.01%
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447
$30K ﹤0.01%
221
448
$30K ﹤0.01%
1,000
449
$30K ﹤0.01%
329
-402
450
$30K ﹤0.01%
661
-92
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