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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$20.6M
3
+$9.79M
4
UL icon
Unilever
UL
+$3.09M
5
WOLF icon
Wolfspeed
WOLF
+$1.82M

Top Sells

1
+$11.9M
2
+$10.5M
3
+$9.25M
4
CBT icon
Cabot Corp
CBT
+$7.87M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
+200
552
$6K ﹤0.01%
100
553
$5K ﹤0.01%
150
554
$5K ﹤0.01%
+91
555
$5K ﹤0.01%
+85
556
$5K ﹤0.01%
50
557
– –
0
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$5K ﹤0.01%
4
559
$4K ﹤0.01%
+100
560
$4K ﹤0.01%
95
561
$4K ﹤0.01%
144
562
$4K ﹤0.01%
+140
563
$4K ﹤0.01%
+61
564
$4K ﹤0.01%
+78
565
$4K ﹤0.01%
+111
566
$4K ﹤0.01%
172
567
$4K ﹤0.01%
100
568
– –
0
569
$4K ﹤0.01%
500
570
$3K ﹤0.01%
100
571
$3K ﹤0.01%
112
-1,017
572
$3K ﹤0.01%
35
-150
573
$3K ﹤0.01%
83
574
$3K ﹤0.01%
+49
575
$3K ﹤0.01%
+81
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