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
$3.2B
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
526
$4K ﹤0.01%
+100
527
$4K ﹤0.01%
+144
528
$4K ﹤0.01%
+4
529
$4K ﹤0.01%
+173
530
$4K ﹤0.01%
+100
531
– –
0
532
$4K ﹤0.01%
+500
533
$4K ﹤0.01%
+84
534
$4K ﹤0.01%
+75
535
$3K ﹤0.01%
+83
536
$3K ﹤0.01%
+90
537
$3K ﹤0.01%
+125
538
$3K ﹤0.01%
+200
539
$2K ﹤0.01%
+300
540
$2K ﹤0.01%
+663
541
$2K ﹤0.01%
+43
542
$2K ﹤0.01%
+61
543
$2K ﹤0.01%
+62
544
$2K ﹤0.01%
+125
545
$2K ﹤0.01%
+43
546
$2K ﹤0.01%
+26
547
– –
0
548
$1K ﹤0.01%
+216
549
$1K ﹤0.01%
+175
550
$0 ﹤0.01%
+3
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