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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$24.8M
3
+$23.2M
4
FISV
Fiserv Inc
FISV
+$16.9M
5
DG icon
Dollar General
DG
+$4.78M

Top Sells

1
+$16.9M
2
+$12.6M
3
+$12.4M
4
ADP icon
Automatic Data Processing
ADP
+$11.2M
5
CNI icon
Canadian National Railway
CNI
+$10.6M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$36K ﹤0.01%
681
427
$36K ﹤0.01%
2,092
428
$35K ﹤0.01%
1,600
429
$34K ﹤0.01%
1,000
430
$34K ﹤0.01%
3,680
431
$33K ﹤0.01%
800
432
$33K ﹤0.01%
625
433
$33K ﹤0.01%
1,089
434
$33K ﹤0.01%
970
-583
435
$31K ﹤0.01%
1,182
-11,820
436
$31K ﹤0.01%
975
437
$31K ﹤0.01%
4,680
438
$30K ﹤0.01%
300
-230
439
$30K ﹤0.01%
500
440
$29K ﹤0.01%
258
441
$28K ﹤0.01%
333
442
$28K ﹤0.01%
468
+130
443
$28K ﹤0.01%
8,000
444
$28K ﹤0.01%
160
445
$27K ﹤0.01%
110
446
$27K ﹤0.01%
5,500
447
$26K ﹤0.01%
80
448
$26K ﹤0.01%
258
+94
449
$25K ﹤0.01%
+100
450
$24K ﹤0.01%
355
16 17
18
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