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
$6.89B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.3M
3
+$9.43M
4
MSFT icon
Microsoft
MSFT
+$9.2M
5
AMZN icon
Amazon
AMZN
+$7.06M

Top Sells

1
+$52.6M
2
+$18.3M
3
+$8.74M
4
FTV icon
Fortive
FTV
+$6.13M
5
GLW icon
Corning
GLW
+$5.78M

Sector Composition

1 Technology 31.86%
2 Healthcare 16.77%
3 Financials 11.67%
4 Consumer Discretionary 11.07%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
15
727
– –
-65
728
– –
-2,316
729
– –
-26
730
– –
-64
731
$0 ﹤0.01%
10
732
– –
-67
733
– –
-26
734
– –
-36
735
– –
-97
736
– –
-5
737
– –
-610
738
– –
-1,125
739
– –
-689
740
– –
-325
741
– –
-10
742
– –
-115
743
$0 ﹤0.01%
20
744
– –
-43
745
– –
-225
746
$0 ﹤0.01%
3
747
– –
-1,786
748
– –
-50
749
$0 ﹤0.01%
22
-5
750
$0 ﹤0.01%
22
-41
27 28 29
30
31