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
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.24M
3
+$9.2M
4
HAIN icon
Hain Celestial
HAIN
+$6.33M
5
ABT icon
Abbott
ABT
+$6.18M

Top Sells

1
+$5.37M
2
+$4.32M
3
+$3.92M
4
GLW icon
Corning
GLW
+$3.05M
5
MDP
Meredith Corporation
MDP
+$2.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$979K 0.02%
18,839
152
$975K 0.02%
37,541
+215
153
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5,702
+13
154
$892K 0.02%
12,016
-13,864
155
$829K 0.02%
18,555
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156
$816K 0.02%
22,155
157
$787K 0.02%
6,420
158
$764K 0.02%
7,151
159
$726K 0.02%
+23,424
160
$722K 0.02%
19,253
161
$719K 0.02%
17,922
162
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11,896
163
$694K 0.02%
3,750
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164
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165
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3,468
166
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167
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169
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12,452
170
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171
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172
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8,200
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173
$601K 0.01%
44,417
-1,120
174
$601K 0.01%
20,320
-880
175
$592K 0.01%
10,830
5 6
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