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
$5.76B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$61.5M
2
+$12.9M
3
+$10M
4
TEL icon
TE Connectivity
TEL
+$8.78M
5
MSFT icon
Microsoft
MSFT
+$5.78M

Top Sells

1
+$15.5M
2
+$13.5M
3
+$12M
4
WAB icon
Wabtec
WAB
+$10.6M
5
INTU icon
Intuit
INTU
+$7.56M

Sector Composition

1 Technology 28.91%
2 Healthcare 17.76%
3 Financials 10.38%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
24
652
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653
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654
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655
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7
656
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657
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10
658
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661
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40
662
$1K ﹤0.01%
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663
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61
664
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11
665
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23
666
$0 ﹤0.01%
4
667
$0 ﹤0.01%
4
668
– –
-274
669
$0 ﹤0.01%
12
670
– –
-161
671
– –
-2,053
672
– –
-870
673
– –
-1,200
674
– –
-1,900
675
– –
-3,750
25 26
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