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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$24.8M
3
+$23.2M
4
FISV
Fiserv Inc
FISV
+$16.9M
5
DG icon
Dollar General
DG
+$4.78M

Top Sells

1
+$16.9M
2
+$12.6M
3
+$12.4M
4
ADP icon
Automatic Data Processing
ADP
+$11.2M
5
CNI icon
Canadian National Railway
CNI
+$10.6M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12K ﹤0.01%
450
502
$12K ﹤0.01%
55
503
$12K ﹤0.01%
200
504
$12K ﹤0.01%
1,206
505
$12K ﹤0.01%
1,900
506
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198
+59
507
$11K ﹤0.01%
84
508
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283
509
$10K ﹤0.01%
820
510
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1,249
+687
511
$9K ﹤0.01%
325
512
$9K ﹤0.01%
100
513
$9K ﹤0.01%
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514
$9K ﹤0.01%
8
515
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40
516
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91
517
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90
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84
521
$8K ﹤0.01%
650
522
$8K ﹤0.01%
+67
523
$7K ﹤0.01%
219
524
$7K ﹤0.01%
70
525
$7K ﹤0.01%
80
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