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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
$6.58B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.8M
3
+$16.6M
4
ADBE icon
Adobe
ADBE
+$15.7M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1
+$58.1M
2
+$26M
3
+$12.7M
4
CTSH icon
Cognizant
CTSH
+$10.8M
5
CMI icon
Cummins
CMI
+$7.43M

Sector Composition

1 Technology 31.73%
2 Healthcare 16.94%
3 Financials 11.08%
4 Consumer Discretionary 10.18%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-500
752
– –
-14,839
753
$0 ﹤0.01%
12
754
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-1,250
755
– –
-474
756
– –
-2,875
757
– –
-14,000
758
– –
-10
759
– –
-19
760
– –
-135
761
$0 ﹤0.01%
+18
762
$0 ﹤0.01%
+3
763
– –
-77
764
$0 ﹤0.01%
12
765
– –
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766
$0 ﹤0.01%
+24
767
$0 ﹤0.01%
+5
768
– –
-35
769
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770
$0 ﹤0.01%
10
771
– –
-6,395
772
– –
-50
773
– –
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774
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775
$0 ﹤0.01%
10
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