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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.1M
3
+$11M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$10.2M
5
TRMB icon
Trimble
TRMB
+$6.7M

Top Sells

1
+$18M
2
+$7.27M
3
+$6.53M
4
IBM icon
IBM
IBM
+$6.43M
5
MCD icon
McDonald's
MCD
+$3.25M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
408
527
$14K ﹤0.01%
350
528
$14K ﹤0.01%
632
529
$14K ﹤0.01%
206
530
$14K ﹤0.01%
975
531
$14K ﹤0.01%
300
532
$14K ﹤0.01%
250
533
$14K ﹤0.01%
403
534
$14K ﹤0.01%
355
535
$14K ﹤0.01%
125
536
$13K ﹤0.01%
666
537
$13K ﹤0.01%
+260
538
$13K ﹤0.01%
300
539
$13K ﹤0.01%
200
540
$12K ﹤0.01%
+1,195
541
$12K ﹤0.01%
+100
542
$11K ﹤0.01%
240
543
$11K ﹤0.01%
250
544
$11K ﹤0.01%
2,500
545
$11K ﹤0.01%
+250
546
$11K ﹤0.01%
300
547
$11K ﹤0.01%
600
-1,000
548
$11K ﹤0.01%
+200
549
$11K ﹤0.01%
500
550
$11K ﹤0.01%
741
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