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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
$7.41B
AUM Growth
+$521M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$25.1M
3
+$19.2M
4
EOG icon
EOG Resources
EOG
+$8.81M
5
CRM icon
Salesforce
CRM
+$8.58M

Top Sells

1
+$35.6M
2
+$14.6M
3
+$7.86M
4
HAIN icon
Hain Celestial
HAIN
+$7.68M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.32M

Sector Composition

1 Technology 33.06%
2 Healthcare 16.35%
3 Financials 12.01%
4 Consumer Discretionary 10.86%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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-18
727
– –
-6
728
$0 ﹤0.01%
12
729
– –
-15
730
– –
-35
731
– –
-27
732
– –
-1,000
733
– –
-40
734
$0 ﹤0.01%
10
735
– –
-3,000
736
– –
-2,574
737
$0 ﹤0.01%
10
738
– –
-35
739
– –
-1,195
740
– –
-2,565
741
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-2
742
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-2,500
743
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-8
744
– –
-5,703
745
– –
-22
746
– –
-375
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