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
$6.87B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$22.1M
3
+$14.3M
4
CRM icon
Salesforce
CRM
+$13.3M
5
PG icon
Procter & Gamble
PG
+$12.2M

Top Sells

1
+$27.4M
2
+$25.2M
3
+$13.5M
4
CL icon
Colgate-Palmolive
CL
+$12.3M
5
META icon
Meta Platforms (Facebook)
META
+$12.1M

Sector Composition

1 Technology 31.84%
2 Healthcare 16.83%
3 Financials 11.71%
4 Consumer Discretionary 10.58%
5 Consumer Staples 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-17
752
– –
-50
753
– –
-850
754
– –
-30
755
– –
-3,125
756
– –
-34
757
– –
-4
758
$0 ﹤0.01%
3
759
– –
-1,655
760
$0 ﹤0.01%
27
761
– –
-33
762
– –
-1,167
763
– –
-50
764
– –
-2,000
765
– –
-17
766
– –
-60
767
$0 ﹤0.01%
13
768
– –
-530
769
– –
-400
770
– –
-18
771
– –
-1,000
772
– –
-3
773
$0 ﹤0.01%
12
774
– –
-24
775
$0 ﹤0.01%
27
28 29 30
31
32