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
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$12.3M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
OXY icon
Occidental Petroleum
OXY
+$9.17M

Top Sells

1
+$45.4M
2
+$19.3M
3
+$7.57M
4
RTX icon
RTX Corp
RTX
+$7.56M
5
GILD icon
Gilead Sciences
GILD
+$7.37M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
+36
627
$2K ﹤0.01%
+56
628
$2K ﹤0.01%
+13
629
$2K ﹤0.01%
+39
630
– –
0
631
$2K ﹤0.01%
250
632
$1K ﹤0.01%
+31
633
$1K ﹤0.01%
+10
634
$1K ﹤0.01%
+61
635
$1K ﹤0.01%
21
636
$1K ﹤0.01%
500
637
– –
-666
638
– –
-43
639
$0 ﹤0.01%
+14
640
– –
-1,100
641
– –
-71
642
$0 ﹤0.01%
+31
643
– –
-6,117
644
– –
-252
645
– –
-50
646
– –
-300
647
– –
-249
648
$0 ﹤0.01%
80
649
– –
-2,000
650
$0 ﹤0.01%
3
24 25
26
27 28