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
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$123M
3
+$110M
4
QCOM icon
Qualcomm
QCOM
+$104M
5
SYK icon
Stryker
SYK
+$97.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K ﹤0.01%
+198
452
$18K ﹤0.01%
+843
453
$17K ﹤0.01%
+113
454
$16K ﹤0.01%
+350
455
$16K ﹤0.01%
+600
456
$16K ﹤0.01%
+48
457
$16K ﹤0.01%
+300
458
$15K ﹤0.01%
+391
459
$15K ﹤0.01%
+250
460
$15K ﹤0.01%
+1,150
461
$15K ﹤0.01%
+2,948
462
$15K ﹤0.01%
+452
463
$14K ﹤0.01%
+1,180
464
$14K ﹤0.01%
+600
465
$14K ﹤0.01%
+500
466
$14K ﹤0.01%
+300
467
$14K ﹤0.01%
+500
468
$13K ﹤0.01%
+155
469
$13K ﹤0.01%
+175
470
$13K ﹤0.01%
+2,500
471
$13K ﹤0.01%
+170
472
$13K ﹤0.01%
+125
473
$13K ﹤0.01%
+270
474
$13K ﹤0.01%
+200
475
$13K ﹤0.01%
+400
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