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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$376K ﹤0.01%
14,919
227
$369K ﹤0.01%
3,549
-1,150
228
$359K ﹤0.01%
5,700
229
$348K ﹤0.01%
3,937
-1,150
230
$347K ﹤0.01%
8,207
-6,322
231
$346K ﹤0.01%
4,452
-2,503
232
$344K ﹤0.01%
6,233
233
$339K ﹤0.01%
5,789
-2,524
234
$332K ﹤0.01%
4,740
235
$328K ﹤0.01%
7,526
-2,815
236
$328K ﹤0.01%
2,418
237
$321K ﹤0.01%
2,106
-3
238
$318K ﹤0.01%
5,104
239
$316K ﹤0.01%
11,769
240
$307K ﹤0.01%
4,301
-15
241
$304K ﹤0.01%
4,078
-130
242
$294K ﹤0.01%
1,000
243
$294K ﹤0.01%
8,044
244
$291K ﹤0.01%
1,037
245
$290K ﹤0.01%
7,000
246
$285K ﹤0.01%
4,092
-60
247
$283K ﹤0.01%
6,250
248
$280K ﹤0.01%
1,055
+35
249
$275K ﹤0.01%
1,588
-249
250
$274K ﹤0.01%
2,112
8 9
10
11 12