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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$36K ﹤0.01%
740
477
$35K ﹤0.01%
998
478
$35K ﹤0.01%
+295
479
$35K ﹤0.01%
+300
480
$34K ﹤0.01%
514
-150
481
$34K ﹤0.01%
8
482
$34K ﹤0.01%
3,404
+1,200
483
$34K ﹤0.01%
+1,251
484
$34K ﹤0.01%
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-31
485
$33K ﹤0.01%
+1,040
486
$32K ﹤0.01%
550
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487
$32K ﹤0.01%
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488
$32K ﹤0.01%
+804
489
$32K ﹤0.01%
1,031
490
$31K ﹤0.01%
+364
491
$30K ﹤0.01%
942
492
$30K ﹤0.01%
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493
$30K ﹤0.01%
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494
$30K ﹤0.01%
440
495
$29K ﹤0.01%
+274
496
$29K ﹤0.01%
600
497
$29K ﹤0.01%
255
-218
498
$29K ﹤0.01%
1,125
499
$28K ﹤0.01%
400
500
$28K ﹤0.01%
327
18 19
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