LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
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
+$125M
2
+$123M
3
+$110M
4
QCOM icon
Qualcomm
QCOM
+$104M
5
SYK icon
Stryker
SYK
+$97.4M

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%
+200
502
$8K ﹤0.01%
+385
503
$8K ﹤0.01%
+476
504
$8K ﹤0.01%
+250
505
$8K ﹤0.01%
+333
506
$8K ﹤0.01%
+175
507
$8K ﹤0.01%
+150
508
$8K ﹤0.01%
+833
509
$7K ﹤0.01%
+400
510
$7K ﹤0.01%
+200
511
$7K ﹤0.01%
+987
512
$6K ﹤0.01%
+150
513
$6K ﹤0.01%
+50
514
$6K ﹤0.01%
+25
515
$6K ﹤0.01%
+200
516
$6K ﹤0.01%
+27
517
– –
0
518
$6K ﹤0.01%
+100
519
$6K ﹤0.01%
+150
520
$6K ﹤0.01%
+215
521
$6K ﹤0.01%
+40
522
$5K ﹤0.01%
+741
523
$4K ﹤0.01%
+100
524
$4K ﹤0.01%
+100
525
– –
0
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