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
851
$0 ﹤0.01%
72
852
– –
-350
853
– –
-17
854
– –
-29
855
– –
-12
856
– –
-78
857
– –
-18
858
– –
-26
859
$0 ﹤0.01%
9
860
– –
-32
861
– –
-13
862
$0 ﹤0.01%
11
863
– –
-995
864
$0 ﹤0.01%
6
865
– –
-4
866
– –
-3
867
– –
-4
868
– –
-19
869
– –
-21
870
– –
-88
871
– –
-33
872
– –
-14
873
– –
-35
874
– –
-10
875
– –
-20
33 34
35
36 37