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
$8.93B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$18.3M
3
+$16M
4
EW icon
Edwards Lifesciences
EW
+$12.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$10.5M

Top Sells

1
+$26.2M
2
+$17.6M
3
+$12.9M
4
BDX icon
Becton Dickinson
BDX
+$11.7M
5
CNI icon
Canadian National Railway
CNI
+$6.61M

Sector Composition

1 Technology 34.83%
2 Healthcare 18.09%
3 Financials 11.74%
4 Consumer Discretionary 11.38%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K ﹤0.01%
536
527
$16K ﹤0.01%
100
528
$16K ﹤0.01%
+121
529
$16K ﹤0.01%
+325
530
$16K ﹤0.01%
240
-57
531
$14K ﹤0.01%
+243
532
$14K ﹤0.01%
+335
533
$14K ﹤0.01%
+465
534
$14K ﹤0.01%
56
+16
535
$14K ﹤0.01%
+61
536
$14K ﹤0.01%
138
+48
537
– –
0
538
$14K ﹤0.01%
1,256
+7
539
$14K ﹤0.01%
1,464
+258
540
$13K ﹤0.01%
219
541
$13K ﹤0.01%
+200
542
$13K ﹤0.01%
+303
543
$13K ﹤0.01%
1,100
544
$13K ﹤0.01%
45
545
$13K ﹤0.01%
600
-2,000
546
$12K ﹤0.01%
+319
547
$12K ﹤0.01%
+715
548
$12K ﹤0.01%
+137
549
$12K ﹤0.01%
+487
550
$12K ﹤0.01%
647
-264
20 21
22
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