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
151
$1.04M 0.03%
10,279
-18,440
152
$1.01M 0.03%
31,530
-4,278
153
$1.01M 0.03%
5,020
-320
154
$1.01M 0.03%
59,925
+1,875
155
$996K 0.02%
10,353
-1,000
156
$988K 0.02%
6,115
+850
157
$985K 0.02%
37,326
+528
158
$968K 0.02%
37,260
-1,123
159
$933K 0.02%
18,839
+269
160
$856K 0.02%
8,830
+2,500
161
$848K 0.02%
33,305
-871
162
$837K 0.02%
13,788
-11,520
163
$809K 0.02%
8,590
-4,215
164
$804K 0.02%
17,922
+1,522
165
$799K 0.02%
6,420
+2,325
166
$779K 0.02%
17,804
167
$773K 0.02%
22,155
-1,830
168
$769K 0.02%
2,461
-3
169
$766K 0.02%
45,537
+3,822
170
$731K 0.02%
8,367
+3,316
171
$706K 0.02%
7,151
+209
172
$699K 0.02%
14,641
173
$668K 0.02%
12,452
+1,847
174
$666K 0.02%
19,253
+126
175
$658K 0.02%
11,896
-360
5 6
7
8 9