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
$4.35B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$9.15M
3
+$6.16M
4
OXY icon
Occidental Petroleum
OXY
+$4.56M
5
DHR icon
Danaher
DHR
+$4.5M

Top Sells

1
+$10.3M
2
+$4.27M
3
+$3.55M
4
INTU icon
Intuit
INTU
+$2.76M
5
JCI icon
Johnson Controls International
JCI
+$2.66M

Sector Composition

1 Technology 19.91%
2 Healthcare 19.18%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.17%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
37
627
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22
628
$1K ﹤0.01%
50
629
$1K ﹤0.01%
+7
630
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-1,239
631
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632
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633
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635
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636
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637
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$0 ﹤0.01%
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640
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641
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10
642
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643
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3
644
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645
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42
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646
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647
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-1,936
650
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