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
$3.96B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$24.9M
3
+$9.48M
4
CTSH icon
Cognizant
CTSH
+$2.76M
5
CELG
Celgene Corp
CELG
+$2.73M

Top Sells

1
+$15.1M
2
+$11.1M
3
+$5.85M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$5.69M
5
MCD icon
McDonald's
MCD
+$3.83M

Sector Composition

1 Technology 22.27%
2 Healthcare 16.18%
3 Consumer Staples 13.78%
4 Industrials 12.57%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
500
602
$3K ﹤0.01%
90
603
$3K ﹤0.01%
150
604
$3K ﹤0.01%
25
605
$2K ﹤0.01%
80
606
$2K ﹤0.01%
43
607
$2K ﹤0.01%
138
608
$2K ﹤0.01%
58
609
$2K ﹤0.01%
125
610
$2K ﹤0.01%
40
611
$2K ﹤0.01%
200
612
$2K ﹤0.01%
36
613
$2K ﹤0.01%
172
614
$2K ﹤0.01%
66
615
$1K ﹤0.01%
43
616
$1K ﹤0.01%
+41
617
$1K ﹤0.01%
41
618
– –
0
619
$0 ﹤0.01%
25
620
– –
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621
– –
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622
– –
-140
623
– –
-500
624
– –
-500
625
– –
-5,000
23 24
25
26 27