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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$39K ﹤0.01%
1,075
452
$39K ﹤0.01%
+765
453
$38K ﹤0.01%
1,850
454
$38K ﹤0.01%
1,000
455
$38K ﹤0.01%
1,437
456
$38K ﹤0.01%
+2,578
457
$36K ﹤0.01%
5,000
458
$36K ﹤0.01%
1,000
459
$36K ﹤0.01%
1,485
460
$36K ﹤0.01%
300
461
$36K ﹤0.01%
1,320
-355
462
$36K ﹤0.01%
290
463
$36K ﹤0.01%
8,475
+3,000
464
$35K ﹤0.01%
675
-85
465
$35K ﹤0.01%
676
466
$35K ﹤0.01%
2,234
467
$35K ﹤0.01%
1,052
468
$35K ﹤0.01%
655
-70
469
$34K ﹤0.01%
+25,000
470
$34K ﹤0.01%
242
+190
471
$34K ﹤0.01%
477
472
$33K ﹤0.01%
655
473
$33K ﹤0.01%
2,316
+9
474
$32K ﹤0.01%
1,362
-329
475
$32K ﹤0.01%
1,000
17 18
19
20 21