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
+$21.2M
2
+$8.04M
3
+$6.93M
4
ADBE icon
Adobe
ADBE
+$3.69M
5
AYI icon
Acuity Brands
AYI
+$3.59M

Top Sells

1
+$9.56M
2
+$7.42M
3
+$4.65M
4
MA icon
Mastercard
MA
+$4.59M
5
GILD icon
Gilead Sciences
GILD
+$4.08M

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%
8
727
$1K ﹤0.01%
4
728
$1K ﹤0.01%
13
729
$1K ﹤0.01%
21
730
$1K ﹤0.01%
61
731
$1K ﹤0.01%
12
732
$1K ﹤0.01%
500
733
$1K ﹤0.01%
28
734
$1K ﹤0.01%
46
735
– –
-9
736
– –
-20
737
– –
-36
738
– –
-28
739
– –
-49
740
– –
-1,375
741
– –
-13
742
$0 ﹤0.01%
14
743
– –
-14
744
– –
-19
745
– –
-69
746
$0 ﹤0.01%
11
747
$0 ﹤0.01%
16
748
– –
-17
749
– –
-3
750
– –
-2
28 29
30
31 32