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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
676
$1K ﹤0.01%
+9
677
$1K ﹤0.01%
40
678
$1K ﹤0.01%
18
679
$1K ﹤0.01%
27
680
$1K ﹤0.01%
+50
681
$1K ﹤0.01%
40
682
$1K ﹤0.01%
21
683
$1K ﹤0.01%
14
684
$1K ﹤0.01%
+31
685
$1K ﹤0.01%
32
686
$1K ﹤0.01%
+39
687
$1K ﹤0.01%
+425
688
$1K ﹤0.01%
27
689
$1K ﹤0.01%
16
690
$1K ﹤0.01%
+10
691
$1K ﹤0.01%
33
692
$1K ﹤0.01%
72
693
$1K ﹤0.01%
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694
$1K ﹤0.01%
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695
$1K ﹤0.01%
5
-1
696
$1K ﹤0.01%
24
697
– –
-1,275
698
$0 ﹤0.01%
4
699
$0 ﹤0.01%
12
700
– –
-9
26 27
28
29 30