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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$31.7M
3
+$20.2M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$36.1M
2
+$35M
3
+$17.2M
4
DE icon
Deere & Co
DE
+$8.85M
5
TRMB icon
Trimble
TRMB
+$8.2M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K ﹤0.01%
400
-8
552
$12K ﹤0.01%
+160
553
$12K ﹤0.01%
7
554
$12K ﹤0.01%
1,800
555
$12K ﹤0.01%
500
556
$12K ﹤0.01%
536
+280
557
$12K ﹤0.01%
722
-202
558
$12K ﹤0.01%
128
559
$11K ﹤0.01%
+800
560
$11K ﹤0.01%
70
561
$11K ﹤0.01%
1,150
562
$10K ﹤0.01%
+190
563
$10K ﹤0.01%
+100
564
$10K ﹤0.01%
200
565
$10K ﹤0.01%
+740
566
$10K ﹤0.01%
445
567
$9K ﹤0.01%
+150
568
$9K ﹤0.01%
725
569
$9K ﹤0.01%
232
570
$9K ﹤0.01%
300
571
$9K ﹤0.01%
170
572
$8K ﹤0.01%
336
573
$8K ﹤0.01%
225
574
$8K ﹤0.01%
145
575
$8K ﹤0.01%
450
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