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
$7.41B
AUM Growth
+$521M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.1M
3
+$19.2M
4
EOG icon
EOG Resources
EOG
+$8.81M
5
CRM icon
Salesforce
CRM
+$8.58M

Top Sells

1
+$35.6M
2
+$14.6M
3
+$7.86M
4
HAIN icon
Hain Celestial
HAIN
+$7.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.32M

Sector Composition

1 Technology 33.06%
2 Healthcare 16.35%
3 Financials 12.01%
4 Consumer Discretionary 10.86%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$36K ﹤0.01%
298
452
$36K ﹤0.01%
780
453
$36K ﹤0.01%
1,000
454
$35K ﹤0.01%
625
455
$35K ﹤0.01%
600
456
$35K ﹤0.01%
308
+100
457
$34K ﹤0.01%
1,100
458
$34K ﹤0.01%
825
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$34K ﹤0.01%
926
460
$34K ﹤0.01%
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-20
461
$34K ﹤0.01%
2,000
462
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225
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$33K ﹤0.01%
3,500
464
$33K ﹤0.01%
29
465
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+2,750
466
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-550
467
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+250
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200
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900
470
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551
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$32K ﹤0.01%
1,900
473
$32K ﹤0.01%
625
474
$31K ﹤0.01%
308
-13
475
$31K ﹤0.01%
1,000
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