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
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9K ﹤0.01%
+240
502
$9K ﹤0.01%
+200
503
$8K ﹤0.01%
+476
504
$8K ﹤0.01%
+385
505
$8K ﹤0.01%
+833
506
$8K ﹤0.01%
+150
507
$8K ﹤0.01%
+175
508
$8K ﹤0.01%
+333
509
$8K ﹤0.01%
+250
510
$7K ﹤0.01%
+400
511
$7K ﹤0.01%
+987
512
$7K ﹤0.01%
+200
513
– –
0
514
$6K ﹤0.01%
+27
515
$6K ﹤0.01%
+40
516
$6K ﹤0.01%
+200
517
$6K ﹤0.01%
+25
518
$6K ﹤0.01%
+50
519
$6K ﹤0.01%
+215
520
$6K ﹤0.01%
+150
521
$6K ﹤0.01%
+100
522
$6K ﹤0.01%
+150
523
$5K ﹤0.01%
+741
524
$4K ﹤0.01%
+500
525
– –
0
19 20
21
22 23