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
$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%
+158
677
$6K ﹤0.01%
+95
678
$6K ﹤0.01%
2,592
679
$6K ﹤0.01%
+165
680
$6K ﹤0.01%
109
+60
681
$6K ﹤0.01%
+56
682
$6K ﹤0.01%
+99
683
$5K ﹤0.01%
+320
684
$5K ﹤0.01%
+88
685
$5K ﹤0.01%
+83
686
$5K ﹤0.01%
+61
687
$5K ﹤0.01%
+230
688
$5K ﹤0.01%
213
689
$5K ﹤0.01%
117
+48
690
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140
+86
691
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212
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692
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693
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694
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397
695
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696
$5K ﹤0.01%
+8
697
$5K ﹤0.01%
50
+26
698
$4K ﹤0.01%
+31
699
$4K ﹤0.01%
19
700
$4K ﹤0.01%
+18
26 27
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29 30