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
$5.45B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$8.69M
3
+$7.22M
4
ADBE icon
Adobe
ADBE
+$3.62M
5
STMP
Stamps.com, Inc.
STMP
+$3.54M

Top Sells

1
+$8.34M
2
+$7.02M
3
+$4.51M
4
GILD icon
Gilead Sciences
GILD
+$4.33M
5
UNFI icon
United Natural Foods
UNFI
+$4.12M

Sector Composition

1 Technology 25.73%
2 Healthcare 17.8%
3 Consumer Staples 10.65%
4 Financials 9.43%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
61
727
$1K ﹤0.01%
12
728
$1K ﹤0.01%
500
729
$1K ﹤0.01%
28
730
$1K ﹤0.01%
46
731
$1K ﹤0.01%
58
732
$1K ﹤0.01%
62
733
$1K ﹤0.01%
70
734
$1K ﹤0.01%
37
735
– –
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736
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737
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738
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739
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740
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741
$0 ﹤0.01%
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742
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743
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744
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745
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746
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750
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28 29
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