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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.87M
3
+$5.17M
4
ADBE icon
Adobe
ADBE
+$4.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$11.1M
2
+$7.75M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.8M
5
RTX icon
RTX Corp
RTX
+$3.19M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27K ﹤0.01%
500
477
$27K ﹤0.01%
1,430
478
$26K ﹤0.01%
600
479
$26K ﹤0.01%
192
+17
480
$26K ﹤0.01%
435
481
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+995
482
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1,800
483
$25K ﹤0.01%
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262
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485
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481
-42
486
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487
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488
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500
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490
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$24K ﹤0.01%
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500
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250
499
$21K ﹤0.01%
625
500
$21K ﹤0.01%
480
18 19
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