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
201
$478K 0.01%
27,605
-2,735
202
$478K 0.01%
4,564
+1,235
203
$475K 0.01%
5,850
+4,345
204
$461K 0.01%
+3,150
205
$460K 0.01%
14,465
-13,000
206
$457K 0.01%
16,000
207
$430K 0.01%
5,961
+2,906
208
$426K 0.01%
15,000
+5,000
209
$426K 0.01%
9,209
+1,615
210
$411K 0.01%
13,620
+12,560
211
$410K 0.01%
19,080
-195
212
$409K 0.01%
6,600
-15,500
213
$404K 0.01%
27,079
-6,400
214
$398K 0.01%
13,200
+1,200
215
$395K 0.01%
8,300
+3,300
216
$395K 0.01%
5,245
-40
217
$388K 0.01%
11,128
218
$383K 0.01%
8,818
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219
$382K 0.01%
11,710
-26,370
220
$367K 0.01%
33,154
221
$363K 0.01%
1,430
+220
222
$359K 0.01%
2,065
+2,000
223
$354K 0.01%
86,939
224
$341K 0.01%
7,025
+900
225
$336K 0.01%
6,450
+5,381
7 8
9
10 11