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
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

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
576
$8K ﹤0.01%
450
577
$8K ﹤0.01%
+1,550
578
$7K ﹤0.01%
1,000
579
$7K ﹤0.01%
198
580
$7K ﹤0.01%
154
581
$7K ﹤0.01%
2,500
582
$7K ﹤0.01%
50
583
$7K ﹤0.01%
+164
584
$7K ﹤0.01%
206
585
$7K ﹤0.01%
+250
586
$6K ﹤0.01%
818
-377
587
$6K ﹤0.01%
240
588
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185
-5,020
589
$6K ﹤0.01%
47
590
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135
591
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100
592
$6K ﹤0.01%
741
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598
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700
600
$5K ﹤0.01%
100
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