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
$3.7B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.5M
3
+$10.3M
4
SBUX icon
Starbucks
SBUX
+$6.81M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$4.31M

Top Sells

1
+$28.7M
2
+$22.8M
3
+$9.45M
4
MCD icon
McDonald's
MCD
+$7.37M
5
EOG icon
EOG Resources
EOG
+$6.06M

Sector Composition

1 Technology 23.37%
2 Healthcare 14.81%
3 Consumer Staples 14.51%
4 Industrials 13.6%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
500
552
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553
$11K ﹤0.01%
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554
$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
+250
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$10K ﹤0.01%
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$10K ﹤0.01%
741
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$9K ﹤0.01%
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$9K ﹤0.01%
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+445
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70
-105
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$9K ﹤0.01%
+204
566
$9K ﹤0.01%
2,500
567
$8K ﹤0.01%
162
568
$8K ﹤0.01%
76
569
$8K ﹤0.01%
+506
570
$8K ﹤0.01%
117
-225
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$8K ﹤0.01%
150
572
$8K ﹤0.01%
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573
$7K ﹤0.01%
150
-433
574
$7K ﹤0.01%
260
575
$7K ﹤0.01%
50
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