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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
$6.58B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.8M
3
+$16.6M
4
ADBE icon
Adobe
ADBE
+$15.7M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1
+$58.1M
2
+$26M
3
+$12.7M
4
CTSH icon
Cognizant
CTSH
+$10.8M
5
CMI icon
Cummins
CMI
+$7.43M

Sector Composition

1 Technology 31.73%
2 Healthcare 16.94%
3 Financials 11.08%
4 Consumer Discretionary 10.18%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
417
652
$2K ﹤0.01%
100
653
$2K ﹤0.01%
25
654
$2K ﹤0.01%
32
655
$2K ﹤0.01%
8
656
$2K ﹤0.01%
+26
657
$2K ﹤0.01%
31
658
$2K ﹤0.01%
8
659
$2K ﹤0.01%
9
660
$2K ﹤0.01%
60
661
$2K ﹤0.01%
13
662
$2K ﹤0.01%
38
663
– –
0
664
$2K ﹤0.01%
235
665
$1K ﹤0.01%
+18
666
$1K ﹤0.01%
26
667
$1K ﹤0.01%
+25
668
$1K ﹤0.01%
12
669
$1K ﹤0.01%
+9
670
$1K ﹤0.01%
70
671
$1K ﹤0.01%
25
672
$1K ﹤0.01%
7
673
$1K ﹤0.01%
33
674
$1K ﹤0.01%
22
675
$1K ﹤0.01%
10
25 26
27
28 29