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
301
$148K ﹤0.01%
1,822
302
$147K ﹤0.01%
1,505
-445
303
$146K ﹤0.01%
1,786
-1,017
304
$145K ﹤0.01%
8,000
305
$144K ﹤0.01%
1,570
306
$141K ﹤0.01%
1,618
-416
307
$141K ﹤0.01%
3,000
308
$139K ﹤0.01%
250
309
$137K ﹤0.01%
399
310
$135K ﹤0.01%
7,000
311
$133K ﹤0.01%
1,400
-171
312
$132K ﹤0.01%
3,000
313
$132K ﹤0.01%
1,452
314
$131K ﹤0.01%
3,000
315
$131K ﹤0.01%
2,600
316
$130K ﹤0.01%
2,878
-11
317
$130K ﹤0.01%
1,200
318
$129K ﹤0.01%
3,107
-162
319
$126K ﹤0.01%
383
320
$124K ﹤0.01%
2,127
321
$124K ﹤0.01%
8,800
322
$124K ﹤0.01%
4,000
323
$123K ﹤0.01%
1,437
324
$122K ﹤0.01%
970
-675
325
$121K ﹤0.01%
3,679
-3,500
11 12
13
14 15