LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$0 ﹤0.01%
+15
852
$0 ﹤0.01%
+8
853
$0 ﹤0.01%
+20
854
$0 ﹤0.01%
+19
855
$0 ﹤0.01%
+54
856
– –
-37
857
$0 ﹤0.01%
+5
858
$0 ﹤0.01%
+11
859
$0 ﹤0.01%
3
860
$0 ﹤0.01%
+4
861
$0 ﹤0.01%
+13
862
$0 ﹤0.01%
+21
863
$0 ﹤0.01%
+9
864
$0 ﹤0.01%
+1
865
$0 ﹤0.01%
+54
866
$0 ﹤0.01%
+3
867
$0 ﹤0.01%
+5
868
$0 ﹤0.01%
+22
869
– –
-330
870
$0 ﹤0.01%
+32
871
$0 ﹤0.01%
+14
872
$0 ﹤0.01%
+10
873
– –
-250
874
$0 ﹤0.01%
+3
875
$0 ﹤0.01%
+67
33 34
35
36 37