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
476
$32K ﹤0.01%
4,800
+210
477
$31K ﹤0.01%
650
-522
478
$31K ﹤0.01%
291
479
$31K ﹤0.01%
3,010
480
$31K ﹤0.01%
2,400
481
$30K ﹤0.01%
+2,000
482
$29K ﹤0.01%
840
483
$28K ﹤0.01%
140
484
$28K ﹤0.01%
2,400
+1,100
485
$28K ﹤0.01%
+9,340
486
$27K ﹤0.01%
1,100
487
$27K ﹤0.01%
241
+86
488
$27K ﹤0.01%
1,444
489
$26K ﹤0.01%
500
490
$26K ﹤0.01%
+1,180
491
$25K ﹤0.01%
265
492
$25K ﹤0.01%
100
493
$25K ﹤0.01%
1,125
494
$25K ﹤0.01%
+470
495
$25K ﹤0.01%
666
496
$24K ﹤0.01%
342
497
$24K ﹤0.01%
73
498
$24K ﹤0.01%
358
499
$24K ﹤0.01%
1,069
500
$24K ﹤0.01%
+188
18 19
20
21 22