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
476
$12K ﹤0.01%
+577
477
$12K ﹤0.01%
+2,000
478
$12K ﹤0.01%
+500
479
$12K ﹤0.01%
+300
480
$12K ﹤0.01%
+1,737
481
$12K ﹤0.01%
+650
482
$12K ﹤0.01%
+250
483
$11K ﹤0.01%
+170
484
$11K ﹤0.01%
+282
485
$11K ﹤0.01%
+182
486
$11K ﹤0.01%
+300
487
$11K ﹤0.01%
+2,000
488
$11K ﹤0.01%
+632
489
$11K ﹤0.01%
+240
490
$11K ﹤0.01%
+800
491
$10K ﹤0.01%
+500
492
$10K ﹤0.01%
+225
493
$10K ﹤0.01%
+267
494
$10K ﹤0.01%
+240
495
$10K ﹤0.01%
+130
496
$9K ﹤0.01%
+200
497
$9K ﹤0.01%
+240
498
$9K ﹤0.01%
+300
499
$9K ﹤0.01%
+333
500
$9K ﹤0.01%
+200
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