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
276
$215K ﹤0.01%
5,660
277
$215K ﹤0.01%
5,514
-1,266
278
$215K ﹤0.01%
15,179
279
$214K ﹤0.01%
4,104
280
$212K ﹤0.01%
1,510
281
$206K ﹤0.01%
860
282
$205K ﹤0.01%
2,175
283
$200K ﹤0.01%
2,100
-100
284
$195K ﹤0.01%
3,649
285
$190K ﹤0.01%
4,012
-350
286
$185K ﹤0.01%
380
287
$184K ﹤0.01%
2,200
288
$183K ﹤0.01%
700
-500
289
$177K ﹤0.01%
8,444
+494
290
$177K ﹤0.01%
985
+120
291
$175K ﹤0.01%
10,000
292
$167K ﹤0.01%
5,399
293
$165K ﹤0.01%
2,220
-35
294
$160K ﹤0.01%
725
295
$160K ﹤0.01%
3,120
296
$159K ﹤0.01%
5,000
297
$158K ﹤0.01%
843
298
$154K ﹤0.01%
3,021
299
$152K ﹤0.01%
611
300
$151K ﹤0.01%
2,500
10 11
12
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