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
601
$4K ﹤0.01%
300
602
$4K ﹤0.01%
500
603
$4K ﹤0.01%
100
604
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+140
605
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127
606
$3K ﹤0.01%
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607
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25
608
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40
609
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172
610
$3K ﹤0.01%
66
611
$3K ﹤0.01%
65
612
$2K ﹤0.01%
90
613
$2K ﹤0.01%
80
614
$2K ﹤0.01%
43
615
$2K ﹤0.01%
+138
616
$2K ﹤0.01%
58
617
$2K ﹤0.01%
200
618
– –
0
619
– –
0
620
$1K ﹤0.01%
43
621
$1K ﹤0.01%
9
-9
622
$1K ﹤0.01%
36
+22
623
$1K ﹤0.01%
350
624
$1K ﹤0.01%
41
625
– –
-500
23 24
25
26 27