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
$5.5B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$17.1M
3
+$14.2M
4
TEL icon
TE Connectivity
TEL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$9.04M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.91M
4
PG icon
Procter & Gamble
PG
+$8.9M
5
META icon
Meta Platforms (Facebook)
META
+$8.24M

Sector Composition

1 Technology 27.8%
2 Healthcare 17.78%
3 Financials 10.19%
4 Consumer Staples 9.56%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-21
752
– –
-800
753
– –
-154
754
– –
-99
755
$0 ﹤0.01%
29
756
– –
-248
757
– –
-2,500
758
– –
-700
759
$0 ﹤0.01%
19
760
– –
-5
761
– –
-34
762
– –
-13
763
– –
-41
764
$0 ﹤0.01%
15
765
– –
-7
766
– –
-257
767
– –
-239
768
– –
-30
769
$0 ﹤0.01%
11
770
$0 ﹤0.01%
10
771
– –
-34
772
– –
-12
773
– –
-3
774
$0 ﹤0.01%
4
775
– –
-7
29 30
31
32 33