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
$7.41B
AUM Growth
+$521M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.1M
3
+$19.2M
4
EOG icon
EOG Resources
EOG
+$8.81M
5
CRM icon
Salesforce
CRM
+$8.58M

Top Sells

1
+$35.6M
2
+$14.6M
3
+$7.86M
4
HAIN icon
Hain Celestial
HAIN
+$7.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.32M

Sector Composition

1 Technology 33.06%
2 Healthcare 16.35%
3 Financials 12.01%
4 Consumer Discretionary 10.86%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
69
652
$2K ﹤0.01%
4
653
$2K ﹤0.01%
54
+19
654
$2K ﹤0.01%
+50
655
$2K ﹤0.01%
+100
656
$2K ﹤0.01%
417
657
$2K ﹤0.01%
160
658
$2K ﹤0.01%
+50
659
$2K ﹤0.01%
25
660
$1K ﹤0.01%
3,000
661
$1K ﹤0.01%
12
662
$1K ﹤0.01%
60
-8
663
$1K ﹤0.01%
32
664
$1K ﹤0.01%
27
665
$1K ﹤0.01%
12
666
$1K ﹤0.01%
100
667
$1K ﹤0.01%
22
668
$1K ﹤0.01%
15
-435
669
$1K ﹤0.01%
13
670
$1K ﹤0.01%
21
671
– –
-2,750
672
– –
-5,605
673
– –
-37
674
– –
-752
675
– –
-151
25 26
27
28 29