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
$3.7B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$18.8M
3
+$10.8M
4
SBUX icon
Starbucks
SBUX
+$7.25M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$4.2M

Top Sells

1
+$29.2M
2
+$21.7M
3
+$9.21M
4
MCD icon
McDonald's
MCD
+$7.36M
5
EOG icon
EOG Resources
EOG
+$6.74M

Sector Composition

1 Technology 23.37%
2 Healthcare 14.81%
3 Consumer Staples 14.51%
4 Industrials 13.6%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$0 ﹤0.01%
+350
627
– –
-2,200
628
– –
-100
629
– –
-48
630
$0 ﹤0.01%
1
631
– –
-2,255
632
– –
-1,373
633
– –
-10,989
634
– –
-1,274
635
– –
-20
636
– –
-475
637
– –
-600
638
– –
-385
639
– –
-69
640
– –
-300
641
$0 ﹤0.01%
3
642
– –
-123
643
– –
-156
644
– –
-346
645
– –
-49
646
– –
-10
647
– –
-18
648
– –
-430
649
$0 ﹤0.01%
+18
650
– –
-346
23 24 25
26
27