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
$8.93B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$18.3M
3 +$16M
4
EW icon
Edwards Lifesciences
EW
+$12.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$10.5M

Top Sells

1 +$26.2M
2 +$17.6M
3 +$12.9M
4
BDX icon
Becton Dickinson
BDX
+$11.7M
5
CNI icon
Canadian National Railway
CNI
+$6.61M

Sector Composition

1 Technology 34.83%
2 Healthcare 18.09%
3 Financials 11.74%
4 Consumer Discretionary 11.38%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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