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
251
$293K ﹤0.01%
4,334
+4,280
252
$289K ﹤0.01%
3,430
+167
253
$288K ﹤0.01%
1,000
254
$281K ﹤0.01%
3,000
255
$280K ﹤0.01%
2,112
256
$278K ﹤0.01%
4,740
257
$271K ﹤0.01%
+1,901
258
$269K ﹤0.01%
3,008
-389
259
$265K ﹤0.01%
1,893
+118
260
$263K ﹤0.01%
4,534
261
$262K ﹤0.01%
700
262
$256K ﹤0.01%
8,044
263
$255K ﹤0.01%
1,988
264
$255K ﹤0.01%
5,266
+926
265
$254K ﹤0.01%
6,250
266
$254K ﹤0.01%
2,848
+100
267
$253K ﹤0.01%
7,665
-144
268
$252K ﹤0.01%
1,506
+405
269
$251K ﹤0.01%
1,260
-2,094
270
$250K ﹤0.01%
+7,018
271
$248K ﹤0.01%
2,259
272
$247K ﹤0.01%
1,707
-40
273
$245K ﹤0.01%
4,900
274
$245K ﹤0.01%
3,481
-823
275
$244K ﹤0.01%
+2,478
9 10
11
12 13