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
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.3M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
OXY icon
Occidental Petroleum
OXY
+$9.17M

Top Sells

1
+$45.4M
2
+$19.3M
3
+$7.57M
4
RTX icon
RTX Corp
RTX
+$7.56M
5
GILD icon
Gilead Sciences
GILD
+$7.37M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13K ﹤0.01%
600
527
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528
$13K ﹤0.01%
375
529
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741
531
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534
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1,150
537
$11K ﹤0.01%
79
+24
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$11K ﹤0.01%
225
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$11K ﹤0.01%
1,000
-122
540
$11K ﹤0.01%
257
541
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86
542
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543
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545
$10K ﹤0.01%
1,000
546
$10K ﹤0.01%
600
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2,500
548
$10K ﹤0.01%
200
549
$10K ﹤0.01%
700
550
$10K ﹤0.01%
330
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