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
$7.41B
AUM Growth
+$521M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.1M
3
+$19.2M
4
EOG icon
EOG Resources
EOG
+$8.81M
5
CRM icon
Salesforce
CRM
+$8.58M

Top Sells

1
+$35.6M
2
+$14.6M
3
+$7.86M
4
HAIN icon
Hain Celestial
HAIN
+$7.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.32M

Sector Composition

1 Technology 33.06%
2 Healthcare 16.35%
3 Financials 12.01%
4 Consumer Discretionary 10.86%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$31K ﹤0.01%
+2,628
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$31K ﹤0.01%
500
478
$30K ﹤0.01%
222
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2,500
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$30K ﹤0.01%
350
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$29K ﹤0.01%
6,200
-9,000
482
$29K ﹤0.01%
345
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660
-317
484
$29K ﹤0.01%
1,000
+600
485
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215
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675
487
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500
488
$28K ﹤0.01%
600
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550
490
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300
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$27K ﹤0.01%
600
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825
497
$27K ﹤0.01%
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498
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499
$27K ﹤0.01%
457
500
$27K ﹤0.01%
500
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