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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$24K ﹤0.01%
900
502
$23K ﹤0.01%
1,936
503
$23K ﹤0.01%
210
+160
504
$23K ﹤0.01%
1,405
+605
505
$22K ﹤0.01%
260
-1,200
506
$22K ﹤0.01%
7,798
+707
507
$21K ﹤0.01%
3,666
+2,000
508
$21K ﹤0.01%
570
-1,070
509
$21K ﹤0.01%
188
-124
510
$21K ﹤0.01%
481
-154
511
$21K ﹤0.01%
600
512
$20K ﹤0.01%
250
513
$20K ﹤0.01%
+850
514
$20K ﹤0.01%
170
515
$20K ﹤0.01%
83
516
$19K ﹤0.01%
750
517
$19K ﹤0.01%
102
-10
518
$19K ﹤0.01%
161
519
$19K ﹤0.01%
107
+7
520
$18K ﹤0.01%
600
521
$17K ﹤0.01%
975
522
$17K ﹤0.01%
+298
523
$17K ﹤0.01%
200
524
$17K ﹤0.01%
1,200
-59,480
525
$16K ﹤0.01%
500
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