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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$9.15M
3
+$6.16M
4
OXY icon
Occidental Petroleum
OXY
+$4.56M
5
DHR icon
Danaher
DHR
+$4.5M

Top Sells

1
+$10.3M
2
+$4.27M
3
+$3.55M
4
INTU icon
Intuit
INTU
+$2.76M
5
JCI icon
Johnson Controls International
JCI
+$2.66M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$23K ﹤0.01%
1,595
477
$22K ﹤0.01%
481
478
$22K ﹤0.01%
2,000
479
$21K ﹤0.01%
170
480
$21K ﹤0.01%
600
481
$21K ﹤0.01%
525
-381
482
$20K ﹤0.01%
1,800
483
$20K ﹤0.01%
137
+30
484
$20K ﹤0.01%
1,300
485
$20K ﹤0.01%
102
486
$19K ﹤0.01%
+250
487
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1,500
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488
$19K ﹤0.01%
1,770
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489
$19K ﹤0.01%
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490
$19K ﹤0.01%
15
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$18K ﹤0.01%
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492
$18K ﹤0.01%
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494
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600
496
$17K ﹤0.01%
175
497
$16K ﹤0.01%
350
498
$16K ﹤0.01%
7
499
$16K ﹤0.01%
632
500
$16K ﹤0.01%
418
+403
18 19
20
21 22