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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
776
$0 ﹤0.01%
33
-1,275
777
$0 ﹤0.01%
21
778
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779
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780
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781
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782
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-8,631
783
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0
784
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785
$0 ﹤0.01%
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11
788
$0 ﹤0.01%
500
789
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790
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$0 ﹤0.01%
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794
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795
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796
$0 ﹤0.01%
13
797
$0 ﹤0.01%
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0
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-25
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