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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
271
-1,611
627
$5K ﹤0.01%
+735
628
$5K ﹤0.01%
58
629
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213
630
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631
$4K ﹤0.01%
697
632
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633
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635
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636
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$3K ﹤0.01%
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647
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648
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$3K ﹤0.01%
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650
$3K ﹤0.01%
50
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