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
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.3M
3
+$7.94M
4
WEX icon
WEX
WEX
+$7.57M
5
UL icon
Unilever
UL
+$4.79M

Top Sells

1
+$9.16M
2
+$8.67M
3
+$5.25M
4
ATR icon
AptarGroup
ATR
+$4.6M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$3.94M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
4
527
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-1
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100
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532
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55
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536
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541
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+100
542
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546
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548
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26
549
– –
0
550
$1K ﹤0.01%
+150
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