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
826
– –
-195
827
$0 ﹤0.01%
12
828
– –
-3
829
– –
-51
830
– –
-31
831
$0 ﹤0.01%
10
832
– –
-90
833
– –
-7
834
– –
-4
835
– –
-14
836
– –
-6
837
– –
-3
838
– –
-23
839
– –
-470
840
– –
-33
841
– –
-9
842
– –
-20
843
– –
-2
844
– –
-2,630
845
$0 ﹤0.01%
17
846
– –
-7
847
$0 ﹤0.01%
17
848
– –
-2
849
$0 ﹤0.01%
23
850
– –
-6
32 33
34
35 36