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
$5.76B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$12.9M
3
+$10M
4
TEL icon
TE Connectivity
TEL
+$8.78M
5
MSFT icon
Microsoft
MSFT
+$5.78M

Top Sells

1
+$15.5M
2
+$13.5M
3
+$12M
4
WAB icon
Wabtec
WAB
+$10.6M
5
INTU icon
Intuit
INTU
+$7.56M

Sector Composition

1 Technology 28.91%
2 Healthcare 17.76%
3 Financials 10.38%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5K ﹤0.01%
697
577
$5K ﹤0.01%
58
578
$5K ﹤0.01%
337
579
$5K ﹤0.01%
95
580
$5K ﹤0.01%
49
581
$5K ﹤0.01%
26
582
$5K ﹤0.01%
166
583
$5K ﹤0.01%
200
584
$5K ﹤0.01%
579
585
$5K ﹤0.01%
500
586
$4K ﹤0.01%
100
587
$4K ﹤0.01%
16
588
$4K ﹤0.01%
4
589
$4K ﹤0.01%
235
590
$4K ﹤0.01%
735
591
$4K ﹤0.01%
37
592
$4K ﹤0.01%
20
-43
593
$4K ﹤0.01%
213
594
$3K ﹤0.01%
20
595
$3K ﹤0.01%
42
596
$3K ﹤0.01%
115
597
$3K ﹤0.01%
40
598
$3K ﹤0.01%
3
-4
599
$3K ﹤0.01%
8
600
$3K ﹤0.01%
50
22 23
24
25 26