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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
$3.7B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$19.5M
3
+$10.3M
4
SBUX icon
Starbucks
SBUX
+$6.81M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$4.31M

Top Sells

1
+$28.7M
2
+$22.8M
3
+$9.45M
4
MCD icon
McDonald's
MCD
+$7.37M
5
EOG icon
EOG Resources
EOG
+$6.06M

Sector Composition

1 Technology 23.37%
2 Healthcare 14.81%
3 Consumer Staples 14.51%
4 Industrials 13.6%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
100
602
$4K ﹤0.01%
125
603
$3K ﹤0.01%
24
-16
604
$3K ﹤0.01%
83
605
$3K ﹤0.01%
300
606
$3K ﹤0.01%
200
607
$3K ﹤0.01%
66
-579
608
– –
0
609
$3K ﹤0.01%
+123
610
– –
0
611
$2K ﹤0.01%
26
612
$2K ﹤0.01%
90
613
$2K ﹤0.01%
43
614
$1K ﹤0.01%
43
615
$1K ﹤0.01%
28
616
$1K ﹤0.01%
41
617
– –
-1,000
618
– –
-346
619
$0 ﹤0.01%
+18
620
– –
-49
621
– –
-156
622
– –
-123
623
$0 ﹤0.01%
3
624
– –
-300
625
– –
-69
23 24
25
26 27