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
$5.45B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$8.69M
3
+$7.22M
4
ADBE icon
Adobe
ADBE
+$3.62M
5
STMP
Stamps.com, Inc.
STMP
+$3.54M

Top Sells

1
+$8.34M
2
+$7.02M
3
+$4.51M
4
GILD icon
Gilead Sciences
GILD
+$4.33M
5
UNFI icon
United Natural Foods
UNFI
+$4.12M

Sector Composition

1 Technology 25.73%
2 Healthcare 17.8%
3 Consumer Staples 10.65%
4 Financials 9.43%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-335
777
– –
-15,724
778
– –
-43
779
– –
-23
780
– –
-35
781
– –
-15
782
– –
-2,340
783
– –
-62
784
– –
-1,000
785
$0 ﹤0.01%
100
786
$0 ﹤0.01%
10
787
– –
-8
788
– –
-6
789
– –
-22
790
– –
-24
791
$0 ﹤0.01%
21
792
$0 ﹤0.01%
9
793
$0 ﹤0.01%
9
794
– –
-20
795
– –
-6
796
– –
-15
797
– –
-3
798
– –
-7
799
– –
-5
800
– –
-12
30 31
32
33 34