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
251
$271K ﹤0.01%
850
252
$270K ﹤0.01%
6,536
253
$267K ﹤0.01%
4,340
254
$264K ﹤0.01%
17,938
255
$263K ﹤0.01%
4,288
-1,549
256
$255K ﹤0.01%
4,900
257
$253K ﹤0.01%
15,000
258
$252K ﹤0.01%
3,350
259
$245K ﹤0.01%
5,105
260
$243K ﹤0.01%
3,695
261
$240K ﹤0.01%
1,000
-48
262
$239K ﹤0.01%
1,001
263
$238K ﹤0.01%
2,259
264
$237K ﹤0.01%
1,140
+250
265
$237K ﹤0.01%
1,513
-136
266
$235K ﹤0.01%
2,998
267
$235K ﹤0.01%
10,000
268
$229K ﹤0.01%
15,536
269
$227K ﹤0.01%
6,473
270
$226K ﹤0.01%
1,967
271
$225K ﹤0.01%
1,988
272
$225K ﹤0.01%
3,201
-111
273
$221K ﹤0.01%
1,205
274
$221K ﹤0.01%
2,027
275
$217K ﹤0.01%
1,496
9 10
11
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