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
$4.04B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$30.4M
3
+$18M
4
AMT icon
American Tower
AMT
+$15.2M
5
DHR icon
Danaher
DHR
+$13.1M

Top Sells

1
+$38.2M
2
+$32.8M
3
+$16.9M
4
DE icon
Deere & Co
DE
+$8.72M
5
TRMB icon
Trimble
TRMB
+$8.46M

Sector Composition

1 Technology 20.13%
2 Healthcare 18.66%
3 Consumer Staples 13.95%
4 Consumer Discretionary 10.45%
5 Industrials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59M 0.04%
15,022
-250
127
$1.58M 0.04%
27,121
+1,250
128
$1.58M 0.04%
13,925
129
$1.54M 0.04%
22,050
-575
130
$1.48M 0.04%
22,327
131
$1.47M 0.04%
16,435
+15,155
132
$1.46M 0.04%
21,194
+6,121
133
$1.42M 0.04%
50,190
-4,568
134
$1.39M 0.03%
7
135
$1.38M 0.03%
17,720
+16,815
136
$1.38M 0.03%
19,799
-2,342
137
$1.37M 0.03%
31,555
-255
138
$1.36M 0.03%
42,891
+3,244
139
$1.36M 0.03%
29,760
+125
140
$1.3M 0.03%
9,791
-265
141
$1.29M 0.03%
112,212
142
$1.27M 0.03%
17,541
-1,943
143
$1.23M 0.03%
8,495
+1,079
144
$1.18M 0.03%
929
145
$1.16M 0.03%
15,110
-3,606
146
$1.16M 0.03%
9,750
147
$1.15M 0.03%
5,896
-1,750
148
$1.12M 0.03%
7,500
149
$1.07M 0.03%
17,655
150
$1.06M 0.03%
5,689
-1,218
4 5
6
7 8