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
$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
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4
653
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54
+19
654
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+50
655
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+100
656
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417
657
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+50
658
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25
659
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660
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663
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664
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3,000
665
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12
666
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100
667
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668
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15
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669
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13
670
$1K ﹤0.01%
21
671
– –
-2
672
– –
-2,500
673
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-8
674
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-4
675
– –
-2,750
25 26
27
28 29