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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
280
577
$11K ﹤0.01%
700
578
$11K ﹤0.01%
200
579
$11K ﹤0.01%
180
580
$11K ﹤0.01%
100
581
$11K ﹤0.01%
33
-27
582
$10K ﹤0.01%
572
583
$10K ﹤0.01%
600
584
$10K ﹤0.01%
600
585
$10K ﹤0.01%
341
586
$10K ﹤0.01%
70
587
$10K ﹤0.01%
700
588
$9K ﹤0.01%
189
589
$9K ﹤0.01%
156
-37,764
590
$9K ﹤0.01%
450
591
$9K ﹤0.01%
135
592
$9K ﹤0.01%
445
593
$9K ﹤0.01%
220
594
$8K ﹤0.01%
161
595
$8K ﹤0.01%
361
596
$8K ﹤0.01%
79
597
$8K ﹤0.01%
50
598
$8K ﹤0.01%
7
599
$8K ﹤0.01%
2,000
600
$7K ﹤0.01%
55
-29
22 23
24
25 26