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
$8.93B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$18.3M
3
+$16M
4
EW icon
Edwards Lifesciences
EW
+$12.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$10.5M

Top Sells

1
+$26.2M
2
+$17.6M
3
+$12.9M
4
BDX icon
Becton Dickinson
BDX
+$11.7M
5
CNI icon
Canadian National Railway
CNI
+$6.61M

Sector Composition

1 Technology 34.83%
2 Healthcare 18.09%
3 Financials 11.74%
4 Consumer Discretionary 11.38%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
+90
552
$11K ﹤0.01%
+110
553
$11K ﹤0.01%
55
554
$11K ﹤0.01%
+436
555
$11K ﹤0.01%
+320
556
$11K ﹤0.01%
+111
557
$11K ﹤0.01%
46
558
$11K ﹤0.01%
+115
559
$11K ﹤0.01%
+78
560
$11K ﹤0.01%
+331
561
$11K ﹤0.01%
+568
562
$10K ﹤0.01%
250
563
$10K ﹤0.01%
91
564
$10K ﹤0.01%
+446
565
$10K ﹤0.01%
+253
566
$10K ﹤0.01%
+44
567
$10K ﹤0.01%
655
568
$10K ﹤0.01%
+484
569
$10K ﹤0.01%
+268
570
$10K ﹤0.01%
500
571
$10K ﹤0.01%
84
572
$10K ﹤0.01%
+334
573
$10K ﹤0.01%
58
574
$10K ﹤0.01%
67
575
$10K ﹤0.01%
110
+34
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