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LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.3M
3
+$7.94M
4
WEX icon
WEX
WEX
+$7.57M
5
UL icon
Unilever
UL
+$4.79M

Top Sells

1
+$9.16M
2
+$8.67M
3
+$5.25M
4
ATR icon
AptarGroup
ATR
+$4.6M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$3.94M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
20
552
$1K ﹤0.01%
41
-1,655
553
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-1,000
554
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-2,000
555
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-267
556
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-833
557
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558
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560
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563
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564
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-47
565
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-453
566
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567
$0 ﹤0.01%
531
568
– –
-2,891
569
$0 ﹤0.01%
165
570
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-764
571
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572
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573
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-300
574
$0 ﹤0.01%
3
575
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