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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$31.7M
3
+$20.2M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$36.1M
2
+$35M
3
+$17.2M
4
DE icon
Deere & Co
DE
+$8.85M
5
TRMB icon
Trimble
TRMB
+$8.2M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
0
702
– –
0
703
– –
-1,232
704
$0 ﹤0.01%
+5
705
– –
-820
706
– –
-1,938
707
– –
-5,000
708
– –
-2,675
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