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
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.3M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
OXY icon
Occidental Petroleum
OXY
+$9.17M

Top Sells

1
+$45.4M
2
+$19.3M
3
+$7.57M
4
RTX icon
RTX Corp
RTX
+$7.56M
5
GILD icon
Gilead Sciences
GILD
+$7.37M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$45K ﹤0.01%
6,000
427
$45K ﹤0.01%
7,797
428
$44K ﹤0.01%
926
429
$42K ﹤0.01%
800
-200
430
$42K ﹤0.01%
2,316
431
$41K ﹤0.01%
1,279
432
$41K ﹤0.01%
500
433
$40K ﹤0.01%
291
434
$40K ﹤0.01%
3,950
435
$40K ﹤0.01%
2,000
436
$40K ﹤0.01%
3,666
437
$40K ﹤0.01%
+2,000
438
$39K ﹤0.01%
188
439
$39K ﹤0.01%
888
440
$39K ﹤0.01%
1,000
441
$39K ﹤0.01%
625
442
$39K ﹤0.01%
305
443
$39K ﹤0.01%
692
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444
$38K ﹤0.01%
1,500
445
$36K ﹤0.01%
840
446
$35K ﹤0.01%
1,031
447
$35K ﹤0.01%
800
-185
448
$34K ﹤0.01%
1,118
+120
449
$34K ﹤0.01%
1,200
450
$34K ﹤0.01%
3,000
16 17
18
19 20