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
$4.78B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$11.1M
3
+$10.4M
4
AMT icon
American Tower
AMT
+$8.14M
5
AMGN icon
Amgen
AMGN
+$6.84M

Top Sells

1
+$44.3M
2
+$7.13M
3
+$6.42M
4
NVO icon
Novo Nordisk
NVO
+$5.04M
5
IDXX icon
Idexx Laboratories
IDXX
+$3.2M

Sector Composition

1 Technology 22.82%
2 Healthcare 17.92%
3 Consumer Staples 12.87%
4 Consumer Discretionary 9.99%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-60
627
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-1,630
628
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629
$0 ﹤0.01%
125
630
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631
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10
632
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634
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635
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636
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637
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638
$0 ﹤0.01%
3
639
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21
640
– –
-103,015
641
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642
$0 ﹤0.01%
19
-10
643
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3
644
– –
0
645
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-10
646
– –
-2,467
647
– –
-5,200
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