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
$3.9B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$11.1M
3
+$11M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$10.2M
5
TRMB icon
Trimble
TRMB
+$6.7M

Top Sells

1
+$18M
2
+$7.27M
3
+$6.53M
4
IBM icon
IBM
IBM
+$6.43M
5
MCD icon
McDonald's
MCD
+$3.25M

Sector Composition

1 Technology 22.14%
2 Healthcare 15.19%
3 Consumer Staples 14.02%
4 Industrials 13.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8K ﹤0.01%
130
577
$8K ﹤0.01%
+300
578
$7K ﹤0.01%
150
579
$7K ﹤0.01%
650
580
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260
581
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145
582
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+100
583
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584
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215
585
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586
$7K ﹤0.01%
2,098
587
$6K ﹤0.01%
200
588
$6K ﹤0.01%
154
589
$6K ﹤0.01%
150
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$6K ﹤0.01%
+200
591
$6K ﹤0.01%
+375
592
$6K ﹤0.01%
50
593
$6K ﹤0.01%
1,000
594
$6K ﹤0.01%
100
595
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78
-39
596
$5K ﹤0.01%
144
597
$5K ﹤0.01%
3
-1
598
$5K ﹤0.01%
698
-1,157
599
$5K ﹤0.01%
100
-900
600
$4K ﹤0.01%
125
22 23
24
25 26