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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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$24.8M
3
+$23.2M
4
FISV
Fiserv Inc
FISV
+$16.9M
5
DG icon
Dollar General
DG
+$4.78M

Top Sells

1
+$16.9M
2
+$12.6M
3
+$12.4M
4
ADP icon
Automatic Data Processing
ADP
+$11.2M
5
CNI icon
Canadian National Railway
CNI
+$10.6M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-2,500
602
$0 ﹤0.01%
3
603
$0 ﹤0.01%
417
604
– –
-12
605
$0 ﹤0.01%
25
606
– –
-525
607
– –
-290
608
$0 ﹤0.01%
+1
609
– –
-375
610
– –
-22,944
611
$0 ﹤0.01%
12
612
– –
-160
613
– –
-675
614
$0 ﹤0.01%
10
615
– –
0
616
– –
-10
617
– –
-2,000
618
$0 ﹤0.01%
60
619
– –
-2
620
– –
-645
621
– –
-1,000
622
– –
-725
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25