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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.87M
3
+$5.17M
4
ADBE icon
Adobe
ADBE
+$4.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$11.1M
2
+$7.75M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.8M
5
RTX icon
RTX Corp
RTX
+$3.19M

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
951
– –
-250
952
$0 ﹤0.01%
+3
953
$0 ﹤0.01%
+67
954
$0 ﹤0.01%
+4
955
$0 ﹤0.01%
+35
956
– –
-100
957
– –
-1,500
958
$0 ﹤0.01%
+19
959
$0 ﹤0.01%
+26
960
– –
-1,250
961
– –
-34
962
$0 ﹤0.01%
+2
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