LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
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%
+222
527
$4K ﹤0.01%
+84
528
$4K ﹤0.01%
+100
529
$4K ﹤0.01%
+1,000
530
$4K ﹤0.01%
+75
531
$4K ﹤0.01%
+144
532
$4K ﹤0.01%
+4
533
$4K ﹤0.01%
+173
534
$4K ﹤0.01%
+500
535
$3K ﹤0.01%
+83
536
$3K ﹤0.01%
+90
537
$3K ﹤0.01%
+125
538
$3K ﹤0.01%
+200
539
$2K ﹤0.01%
+43
540
$2K ﹤0.01%
+61
541
$2K ﹤0.01%
+62
542
$2K ﹤0.01%
+125
543
$2K ﹤0.01%
+26
544
– –
0
545
$2K ﹤0.01%
+300
546
$2K ﹤0.01%
+663
547
$2K ﹤0.01%
+43
548
$1K ﹤0.01%
+216
549
$1K ﹤0.01%
+175
550
$0 ﹤0.01%
+1
19 20 21
22
23