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
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.3M
3
+$7.94M
4
WEX icon
WEX
WEX
+$7.57M
5
UL icon
Unilever
UL
+$4.79M

Top Sells

1
+$9.16M
2
+$8.67M
3
+$5.25M
4
ATR icon
AptarGroup
ATR
+$4.6M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$3.94M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 4.53%
2,206,000
-12,130
2
$143M 4.36%
5,066,198
-8,148
3
$116M 3.54%
1,823,763
-17,245
4
$111M 3.39%
1,648,311
+18,244
5
$100M 3.05%
1,974,590
+26,770
6
$97M 2.96%
3,839,672
-7,180
7
$96.8M 2.95%
1,431,779
-35,556
8
$95.7M 2.92%
1,614,501
-7,929
9
$85.8M 2.62%
2,857,260
+24,514
10
$84.7M 2.58%
984,164
-27,730
11
$83.4M 2.55%
1,103,061
-23,923
12
$82.3M 2.51%
1,213,171
+26,506
13
$80.3M 2.45%
1,210,606
+33,430
14
$78.4M 2.39%
925,822
-16,048
15
$77.2M 2.36%
1,657,173
+63,662
16
$76M 2.32%
632,230
+66,880
17
$66M 2.02%
1,665,341
-133,097
18
$65M 1.98%
1,497,644
+105,566
19
$59.8M 1.82%
3,532,520
+106,200
20
$58.3M 1.78%
672,879
-8,619
21
$52.5M 1.6%
545,974
-14,207
22
$50.5M 1.54%
1,517,626
-51,463
23
$48.3M 1.47%
363,168
+1,233
24
$48.1M 1.47%
1,448,521
+62,249
25
$47.7M 1.46%
1,161,714
+47,368
1
2 3 4 5