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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K ﹤0.01%
+212
527
$16K ﹤0.01%
403
528
$16K ﹤0.01%
900
+300
529
$16K ﹤0.01%
632
530
$16K ﹤0.01%
175
-9,220
531
$16K ﹤0.01%
+450
532
$15K ﹤0.01%
3,600
533
$15K ﹤0.01%
+150
534
$15K ﹤0.01%
500
535
$14K ﹤0.01%
350
536
$14K ﹤0.01%
+1,685
537
$14K ﹤0.01%
318
538
$14K ﹤0.01%
250
539
$14K ﹤0.01%
460
-175
540
$14K ﹤0.01%
+500
541
$13K ﹤0.01%
+55
542
$13K ﹤0.01%
240
543
$13K ﹤0.01%
260
544
$13K ﹤0.01%
125
545
$13K ﹤0.01%
270
546
$13K ﹤0.01%
625
547
$13K ﹤0.01%
180
548
$13K ﹤0.01%
+781
549
$13K ﹤0.01%
310
550
$12K ﹤0.01%
843
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