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
$9.36B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.4M
3
+$8.53M
4
ASML icon
ASML
ASML
+$7.71M
5
PAYC icon
Paycom
PAYC
+$6.68M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.28M
5
DIS icon
Walt Disney
DIS
+$7.64M

Sector Composition

1 Technology 37.6%
2 Healthcare 18.75%
3 Financials 10.69%
4 Consumer Discretionary 10.29%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$399K ﹤0.01%
9,030
227
$397K ﹤0.01%
1,155
228
$395K ﹤0.01%
7,555
-820
229
$394K ﹤0.01%
5,433
-7,997
230
$381K ﹤0.01%
2,748
-84
231
$374K ﹤0.01%
10,586
232
$373K ﹤0.01%
1,965
233
$370K ﹤0.01%
850
234
$366K ﹤0.01%
+14,668
235
$365K ﹤0.01%
2,894
-242
236
$356K ﹤0.01%
9,663
-350
237
$352K ﹤0.01%
11,457
-70
238
$348K ﹤0.01%
855
+134
239
$340K ﹤0.01%
19,061
240
$330K ﹤0.01%
9,925
241
$323K ﹤0.01%
467
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242
$322K ﹤0.01%
3,005
-80
243
$312K ﹤0.01%
17,938
244
$312K ﹤0.01%
5,300
245
$310K ﹤0.01%
6,236
+200
246
$305K ﹤0.01%
6,213
+5,065
247
$303K ﹤0.01%
1,000
248
$303K ﹤0.01%
1,037
249
$300K ﹤0.01%
5,105
250
$293K ﹤0.01%
7,000
8 9
10
11 12