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
$10.1B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$10.8M
3
+$9.74M
4
PH icon
Parker-Hannifin
PH
+$4.8M
5
WEX icon
WEX
WEX
+$4.15M

Top Sells

1
+$50.9M
2
+$21.1M
3
+$19.4M
4
MSFT icon
Microsoft
MSFT
+$12.3M
5
AAPL icon
Apple
AAPL
+$10.6M

Sector Composition

1 Technology 39.56%
2 Healthcare 17.19%
3 Financials 10.67%
4 Consumer Discretionary 10.19%
5 Communication Services 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-6,352
602
– –
-331
603
– –
-27
604
– –
-825
605
– –
-48
606
– –
-310
607
– –
-480
608
– –
-2
609
– –
-408
610
– –
-125
611
– –
-23,106
612
– –
-6
613
– –
-15,000
614
– –
-62
615
– –
-180
616
– –
-19
21 22 23 24
25