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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$27K ﹤0.01%
600
502
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600
503
$27K ﹤0.01%
435
504
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1,150
505
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506
$27K ﹤0.01%
1,405
507
$26K ﹤0.01%
+692
508
$26K ﹤0.01%
1,069
509
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+500
510
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500
511
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-750
512
$26K ﹤0.01%
505
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630
515
$25K ﹤0.01%
350
516
$25K ﹤0.01%
+224
517
$25K ﹤0.01%
+498
518
$24K ﹤0.01%
+2,053
519
$24K ﹤0.01%
+319
520
$24K ﹤0.01%
+193
521
$24K ﹤0.01%
98
522
$23K ﹤0.01%
500
523
$23K ﹤0.01%
500
524
$22K ﹤0.01%
262
525
$22K ﹤0.01%
1,375
19 20
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