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
176
$658K 0.02%
7,000
-8,600
177
$656K 0.02%
3,468
-345
178
$651K 0.02%
24,762
+4,168
179
$640K 0.02%
27,500
180
$633K 0.02%
14,839
-170
181
$620K 0.02%
6,950
+1,750
182
$605K 0.02%
10,586
-955
183
$597K 0.01%
30,000
+5,000
184
$592K 0.01%
7,322
+1,315
185
$578K 0.01%
10,830
+2,902
186
$569K 0.01%
10,462
187
$569K 0.01%
10,450
188
$567K 0.01%
41,785
189
$560K 0.01%
19,533
190
$558K 0.01%
9,305
-1,070
191
$551K 0.01%
21,200
+12,800
192
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7,700
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193
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7,200
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194
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19,700
-1,215
195
$504K 0.01%
5,065
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196
$504K 0.01%
4,035
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197
$501K 0.01%
3,938
+1,100
198
$496K 0.01%
4,525
199
$483K 0.01%
8,770
200
$480K 0.01%
+10,000
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