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
$6.31B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15.4M
3
+$15.3M
4
AMT icon
American Tower
AMT
+$9.87M
5
HDB icon
HDFC Bank
HDB
+$9.45M

Top Sells

1
+$10.8M
2
+$9.58M
3
+$8.83M
4
AYI icon
Acuity Brands
AYI
+$6.25M
5
SBUX icon
Starbucks
SBUX
+$5.95M

Sector Composition

1 Technology 30.1%
2 Healthcare 18.05%
3 Financials 10.56%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$0 ﹤0.01%
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677
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679
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680
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681
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682
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685
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686
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687
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688
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15
689
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690
$0 ﹤0.01%
+18
691
$0 ﹤0.01%
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