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
276
$243K ﹤0.01%
1,240
+100
277
$241K ﹤0.01%
1,391
278
$240K ﹤0.01%
5,660
279
$240K ﹤0.01%
975
+243
280
$239K ﹤0.01%
15,000
281
$237K ﹤0.01%
16,966
-4,379
282
$233K ﹤0.01%
507
+127
283
$231K ﹤0.01%
2,550
-350
284
$229K ﹤0.01%
6,714
+1,315
285
$223K ﹤0.01%
4,308
+20
286
$222K ﹤0.01%
13,941
-7,204
287
$218K ﹤0.01%
+1,287
288
$217K ﹤0.01%
+10,000
289
$216K ﹤0.01%
2,175
290
$215K ﹤0.01%
3,044
-765
291
$214K ﹤0.01%
+2,196
292
$213K ﹤0.01%
3,649
293
$212K ﹤0.01%
4,508
+1,508
294
$209K ﹤0.01%
10,000
295
$199K ﹤0.01%
1,777
-250
296
$199K ﹤0.01%
782
+57
297
$198K ﹤0.01%
3,120
298
$193K ﹤0.01%
1,620
+4
299
$192K ﹤0.01%
547
+7
300
$192K ﹤0.01%
10,000
10 11
12
13 14