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
$11.2B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$22.9M
3
+$20.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$14.7M
5
MSFT icon
Microsoft
MSFT
+$14M

Top Sells

1
+$32.2M
2
+$31.9M
3
+$13.9M
4
FISV
Fiserv Inc
FISV
+$6.76M
5
SYK icon
Stryker
SYK
+$5.36M

Sector Composition

1 Technology 39.27%
2 Healthcare 16.48%
3 Financials 10.49%
4 Consumer Discretionary 10.48%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15.1K ﹤0.01%
112
-80
477
$15.1K ﹤0.01%
2,000
478
$14.7K ﹤0.01%
50
479
$14.4K ﹤0.01%
697
480
$14.3K ﹤0.01%
252
-285
481
$14.2K ﹤0.01%
206
482
$14.1K ﹤0.01%
1,875
-288
483
$13.9K ﹤0.01%
83
-60
484
$13.5K ﹤0.01%
108
485
$13.3K ﹤0.01%
100
486
$13.2K ﹤0.01%
35
487
$13.2K ﹤0.01%
180
488
$12.3K ﹤0.01%
+585
489
$12.2K ﹤0.01%
166
490
$12K ﹤0.01%
+1,000
491
$11.9K ﹤0.01%
37
-590
492
$11.4K ﹤0.01%
+368
493
$11.4K ﹤0.01%
29
+23
494
$11.3K ﹤0.01%
134
-18
495
$10.7K ﹤0.01%
208
+113
496
$10.2K ﹤0.01%
183
497
$10.1K ﹤0.01%
225
498
$9.96K ﹤0.01%
30
499
$9.51K ﹤0.01%
178
500
$9.4K ﹤0.01%
950
18 19
20
21 22