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
451
$33K ﹤0.01%
900
452
$33K ﹤0.01%
290
453
$32K ﹤0.01%
1,052
454
$32K ﹤0.01%
300
455
$31K ﹤0.01%
942
456
$31K ﹤0.01%
514
457
$31K ﹤0.01%
1,069
458
$31K ﹤0.01%
1,405
459
$30K ﹤0.01%
485
-170
460
$30K ﹤0.01%
1,125
461
$30K ﹤0.01%
500
462
$30K ﹤0.01%
181
463
$29K ﹤0.01%
1,430
464
$29K ﹤0.01%
1,420
465
$28K ﹤0.01%
250
466
$27K ﹤0.01%
327
467
$27K ﹤0.01%
1,150
-450
468
$27K ﹤0.01%
523
+42
469
$27K ﹤0.01%
2,275
470
$26K ﹤0.01%
1,800
471
$26K ﹤0.01%
260
472
$26K ﹤0.01%
1,320
-200
473
$26K ﹤0.01%
1,000
474
$26K ﹤0.01%
1,000
475
$25K ﹤0.01%
600
17 18
19
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