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
$3.63B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$20.6M
3
+$9.79M
4
UL icon
Unilever
UL
+$3.09M
5
WOLF icon
Wolfspeed
WOLF
+$1.82M

Top Sells

1
+$11.9M
2
+$10.5M
3
+$9.25M
4
CBT icon
Cabot Corp
CBT
+$7.87M
5
PG icon
Procter & Gamble
PG
+$4.54M

Sector Composition

1 Technology 25.13%
2 Consumer Staples 14.87%
3 Industrials 12.99%
4 Healthcare 12.98%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-371
627
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-144
628
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-1,700
629
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-20
630
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-81
631
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-2,000
632
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-3,306
633
$0 ﹤0.01%
1
634
$0 ﹤0.01%
+48
635
– –
-274,049
636
$0 ﹤0.01%
3
637
– –
-452
638
$0 ﹤0.01%
531
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