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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
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.3M
3
+$7.94M
4
WEX icon
WEX
WEX
+$7.57M
5
UL icon
Unilever
UL
+$4.79M

Top Sells

1
+$9.16M
2
+$8.67M
3
+$5.25M
4
ATR icon
AptarGroup
ATR
+$4.6M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$3.94M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
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577
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578
– –
-1,366
579
$0 ﹤0.01%
+28
580
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581
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582
$0 ﹤0.01%
1
583
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-43
584
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585
$0 ﹤0.01%
1
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586
$0 ﹤0.01%
+100
587
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588
$0 ﹤0.01%
12
589
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-650
590
– –
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591
$0 ﹤0.01%
3
592
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-500
593
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-5,772
594
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-650
595
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596
– –
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