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
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

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%
+173
527
$4K ﹤0.01%
+4
528
$4K ﹤0.01%
+144
529
$4K ﹤0.01%
+75
530
$4K ﹤0.01%
+100
531
$4K ﹤0.01%
+1,000
532
$4K ﹤0.01%
+100
533
$4K ﹤0.01%
+84
534
$4K ﹤0.01%
+222
535
$4K ﹤0.01%
+100
536
$3K ﹤0.01%
+200
537
$3K ﹤0.01%
+125
538
$3K ﹤0.01%
+90
539
$3K ﹤0.01%
+83
540
– –
0
541
$2K ﹤0.01%
+26
542
$2K ﹤0.01%
+43
543
$2K ﹤0.01%
+125
544
$2K ﹤0.01%
+62
545
$2K ﹤0.01%
+61
546
$2K ﹤0.01%
+43
547
$2K ﹤0.01%
+663
548
$2K ﹤0.01%
+300
549
$1K ﹤0.01%
+175
550
$1K ﹤0.01%
+216
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