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
$4.78B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$11.1M
3
+$10.4M
4
AMT icon
American Tower
AMT
+$8.14M
5
AMGN icon
Amgen
AMGN
+$6.84M

Top Sells

1
+$44.3M
2
+$7.13M
3
+$6.42M
4
NVO icon
Novo Nordisk
NVO
+$5.04M
5
IDXX icon
Idexx Laboratories
IDXX
+$3.2M

Sector Composition

1 Technology 22.82%
2 Healthcare 17.92%
3 Consumer Staples 12.87%
4 Consumer Discretionary 9.99%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
60
602
$2K ﹤0.01%
+82
603
$2K ﹤0.01%
417
604
$2K ﹤0.01%
+64
605
– –
0
606
$2K ﹤0.01%
250
607
$1K ﹤0.01%
43
608
$1K ﹤0.01%
35
609
$1K ﹤0.01%
7
610
$1K ﹤0.01%
50
611
$1K ﹤0.01%
500
612
– –
-2,467
613
– –
-300
614
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-250
615
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-1,500
616
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617
– –
-666
618
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619
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-23
620
– –
-100
621
– –
-356
622
– –
-557
623
$0 ﹤0.01%
80
624
– –
-5,345
625
– –
-8,285
22 23 24
25
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