We are live on ! Find out more
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
$3.92B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$16.3M
3
+$14.6M
4
DHR icon
Danaher
DHR
+$9.66M
5
IDXX icon
Idexx Laboratories
IDXX
+$5.87M

Top Sells

1
+$33.5M
2
+$12.3M
3
+$4.43M
4
MCD icon
McDonald's
MCD
+$3.62M
5
CDK
CDK Global, Inc.
CDK
+$3.17M

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-2,880
627
– –
-38
628
$0 ﹤0.01%
3
629
– –
0
630
– –
0
631
– –
-4,000
632
– –
-450
633
– –
-1,400
634
– –
-600
635
– –
-225
636
– –
-3,400
637
– –
-100
638
– –
-1,512
639
$0 ﹤0.01%
3
640
– –
-1,100
641
– –
-4,229
642
– –
-1,069
643
– –
-17,500
644
– –
-2,490
645
– –
-2,167
646
– –
-200
647
– –
-9,000
648
– –
-8,644
649
– –
-620
650
– –
-78
22 23 24 25
26