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

Top Buys

1
+$18.6M
2
+$11.9M
3
+$11.9M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
CELG
Celgene Corp
CELG
+$9.9M

Top Sells

1
+$37.3M
2
+$19.6M
3
+$8.43M
4
NVO icon
Novo Nordisk
NVO
+$7.96M
5
ADP icon
Automatic Data Processing
ADP
+$7.85M

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%
+68
627
$2K ﹤0.01%
40
628
$2K ﹤0.01%
+16
629
$2K ﹤0.01%
64
-69
630
$2K ﹤0.01%
697
631
$2K ﹤0.01%
90
632
$1K ﹤0.01%
500
633
$1K ﹤0.01%
21
634
$1K ﹤0.01%
+61
635
$1K ﹤0.01%
+10
636
$1K ﹤0.01%
+31
637
– –
-2,090
638
– –
-63,830
639
– –
-900
640
$0 ﹤0.01%
3
641
– –
-50
642
$0 ﹤0.01%
4
-15
643
– –
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644
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– –
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– –
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647
$0 ﹤0.01%
7
648
$0 ﹤0.01%
3
649
$0 ﹤0.01%
14
650
$0 ﹤0.01%
10
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