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
$6.89B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$18.8M
3
+$10M
4
MSFT icon
Microsoft
MSFT
+$9.1M
5
AMZN icon
Amazon
AMZN
+$7.55M

Top Sells

1
+$55.2M
2
+$18M
3
+$8.87M
4
FTV icon
Fortive
FTV
+$6.53M
5
GLW icon
Corning
GLW
+$6.07M

Sector Composition

1 Technology 31.86%
2 Healthcare 16.77%
3 Financials 11.67%
4 Consumer Discretionary 11.07%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$0 ﹤0.01%
4
677
– –
-65
678
– –
-65
679
– –
-42
680
$0 ﹤0.01%
8
681
– –
-31
682
– –
-91
683
– –
-95
684
– –
-108
685
– –
-51
686
– –
-275
687
– –
-645
688
– –
-16
689
– –
-40
690
– –
-17
691
– –
-10
692
– –
-18
693
$0 ﹤0.01%
+2
694
– –
-25
695
– –
-72
696
– –
-78
697
– –
-19
698
– –
-840
699
– –
-93
700
$0 ﹤0.01%
19
26 27
28
29 30