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
$8.93B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$18.3M
3
+$16M
4
EW icon
Edwards Lifesciences
EW
+$12.1M
5
TMO icon
Thermo Fisher Scientific
TMO
+$10.5M

Top Sells

1
+$26.2M
2
+$17.6M
3
+$12.9M
4
BDX icon
Becton Dickinson
BDX
+$11.7M
5
CNI icon
Canadian National Railway
CNI
+$6.61M

Sector Composition

1 Technology 34.83%
2 Healthcare 18.09%
3 Financials 11.74%
4 Consumer Discretionary 11.38%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
+165
677
$6K ﹤0.01%
109
+60
678
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+56
679
$6K ﹤0.01%
+99
680
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69
-750
681
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+48
682
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55
683
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+86
684
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53
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685
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686
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687
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688
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+230
689
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213
690
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117
+48
691
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+219
692
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397
693
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694
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695
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50
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696
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+434
697
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+320
698
$4K ﹤0.01%
19
699
$4K ﹤0.01%
+18
700
$4K ﹤0.01%
30
-678
26 27
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29 30