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
$6.89B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.8M
3
+$10M
4
MSFT icon
Microsoft
MSFT
+$9.1M
5
AMZN icon
Amazon
AMZN
+$7.55M

Top Sells

1
+$55.2M
2
+$18M
3
+$8.87M
4
FTV icon
Fortive
FTV
+$6.53M
5
GLW icon
Corning
GLW
+$6.07M

Sector Composition

1 Technology 31.86%
2 Healthcare 16.77%
3 Financials 11.67%
4 Consumer Discretionary 11.07%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
3,520
-2,880
602
$6K ﹤0.01%
500
603
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250
604
$5K ﹤0.01%
50
-515
605
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19
606
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607
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1,000
608
$5K ﹤0.01%
408
-4,432
609
$5K ﹤0.01%
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610
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200
611
$4K ﹤0.01%
45
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612
$4K ﹤0.01%
96
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$4K ﹤0.01%
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614
$4K ﹤0.01%
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615
$4K ﹤0.01%
370
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$4K ﹤0.01%
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$4K ﹤0.01%
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619
$4K ﹤0.01%
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620
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621
$4K ﹤0.01%
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622
$3K ﹤0.01%
42
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$3K ﹤0.01%
60
624
$3K ﹤0.01%
58
625
$3K ﹤0.01%
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