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
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.3M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
OXY icon
Occidental Petroleum
OXY
+$9.17M

Top Sells

1
+$45.4M
2
+$19.3M
3
+$7.57M
4
RTX icon
RTX Corp
RTX
+$7.56M
5
GILD icon
Gilead Sciences
GILD
+$7.37M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$4K ﹤0.01%
3
602
$4K ﹤0.01%
325
603
$3K ﹤0.01%
417
604
$3K ﹤0.01%
+63
605
$3K ﹤0.01%
+34
606
$3K ﹤0.01%
104
607
$3K ﹤0.01%
+35
608
$3K ﹤0.01%
+62
609
$3K ﹤0.01%
33
610
$3K ﹤0.01%
+129
611
$3K ﹤0.01%
33
612
$3K ﹤0.01%
+157
613
$2K ﹤0.01%
90
614
$2K ﹤0.01%
697
615
$2K ﹤0.01%
64
-69
616
$2K ﹤0.01%
+16
617
$2K ﹤0.01%
40
618
$2K ﹤0.01%
+68
619
$2K ﹤0.01%
+60
620
$2K ﹤0.01%
+44
621
$2K ﹤0.01%
+17
622
$2K ﹤0.01%
+218
623
$2K ﹤0.01%
+2
624
$2K ﹤0.01%
+37
625
$2K ﹤0.01%
+15
23 24
25
26 27