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
$5.45B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$8.69M
3
+$7.22M
4
ADBE icon
Adobe
ADBE
+$3.62M
5
STMP
Stamps.com, Inc.
STMP
+$3.54M

Top Sells

1
+$8.34M
2
+$7.02M
3
+$4.51M
4
GILD icon
Gilead Sciences
GILD
+$4.33M
5
UNFI icon
United Natural Foods
UNFI
+$4.12M

Sector Composition

1 Technology 25.73%
2 Healthcare 17.8%
3 Consumer Staples 10.65%
4 Financials 9.43%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18K ﹤0.01%
373
527
$18K ﹤0.01%
1,770
528
$18K ﹤0.01%
134
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529
$18K ﹤0.01%
1,300
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530
$18K ﹤0.01%
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531
$18K ﹤0.01%
160
532
$18K ﹤0.01%
265
533
$17K ﹤0.01%
900
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534
$17K ﹤0.01%
800
535
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517
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536
$17K ﹤0.01%
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537
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741
538
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$14K ﹤0.01%
843
540
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541
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600
548
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$14K ﹤0.01%
101
550
$14K ﹤0.01%
337
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