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
$8.93B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$18.3M
3
+$16M
4
EW icon
Edwards Lifesciences
EW
+$12.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$10.5M

Top Sells

1
+$26.2M
2
+$17.6M
3
+$12.9M
4
BDX icon
Becton Dickinson
BDX
+$11.7M
5
CNI icon
Canadian National Railway
CNI
+$6.61M

Sector Composition

1 Technology 34.83%
2 Healthcare 18.09%
3 Financials 11.74%
4 Consumer Discretionary 11.38%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$51K ﹤0.01%
940
427
$51K ﹤0.01%
+291
428
$50K ﹤0.01%
1,004
429
$50K ﹤0.01%
733
430
$50K ﹤0.01%
300
-50
431
$50K ﹤0.01%
1,000
+2
432
$49K ﹤0.01%
870
433
$49K ﹤0.01%
2,092
434
$49K ﹤0.01%
1,089
435
$47K ﹤0.01%
391
+344
436
$46K ﹤0.01%
500
437
$45K ﹤0.01%
1,182
438
$45K ﹤0.01%
567
439
$45K ﹤0.01%
5,500
440
$44K ﹤0.01%
1,233
441
$44K ﹤0.01%
+900
442
$44K ﹤0.01%
1,300
-2,195
443
$43K ﹤0.01%
500
444
$43K ﹤0.01%
800
445
$43K ﹤0.01%
337
446
$42K ﹤0.01%
358
+100
447
$41K ﹤0.01%
625
448
$41K ﹤0.01%
258
449
$41K ﹤0.01%
1,437
450
$39K ﹤0.01%
101
16 17
18
19 20