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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.1M
3
+$11M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$10.2M
5
TRMB icon
Trimble
TRMB
+$6.7M

Top Sells

1
+$18M
2
+$7.27M
3
+$6.53M
4
IBM icon
IBM
IBM
+$6.43M
5
MCD icon
McDonald's
MCD
+$3.25M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$20K ﹤0.01%
+300
502
$19K ﹤0.01%
843
503
$19K ﹤0.01%
900
504
$19K ﹤0.01%
800
505
$19K ﹤0.01%
1,666
506
$19K ﹤0.01%
250
507
$19K ﹤0.01%
450
508
$18K ﹤0.01%
1,300
509
$18K ﹤0.01%
100
510
$18K ﹤0.01%
300
511
$17K ﹤0.01%
1,000
512
$17K ﹤0.01%
945
513
$17K ﹤0.01%
170
514
$17K ﹤0.01%
600
515
$17K ﹤0.01%
12,573
-1,681
516
$17K ﹤0.01%
250
517
$16K ﹤0.01%
600
518
$16K ﹤0.01%
175
519
$16K ﹤0.01%
200
520
$16K ﹤0.01%
161
521
$16K ﹤0.01%
158
522
$16K ﹤0.01%
155
-15
523
$15K ﹤0.01%
270
524
$15K ﹤0.01%
625
525
$14K ﹤0.01%
500
19 20
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