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
$3.92B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$14.6M
4
DHR icon
Danaher
DHR
+$9.66M
5
IDXX icon
Idexx Laboratories
IDXX
+$5.87M

Top Sells

1
+$33.5M
2
+$12.3M
3
+$4.43M
4
MCD icon
McDonald's
MCD
+$3.62M
5
CDK
CDK Global, Inc.
CDK
+$3.17M

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
1,000
552
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50
553
$9K ﹤0.01%
100
554
$9K ﹤0.01%
256
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$8K ﹤0.01%
198
557
$8K ﹤0.01%
150
558
$8K ﹤0.01%
145
559
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2,500
560
$8K ﹤0.01%
+52
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200
562
$8K ﹤0.01%
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563
$8K ﹤0.01%
191
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$7K ﹤0.01%
700
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$7K ﹤0.01%
100
567
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569
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570
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571
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572
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650
573
$6K ﹤0.01%
260
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154
575
$6K ﹤0.01%
200
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