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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.87M
3
+$5.17M
4
ADBE icon
Adobe
ADBE
+$4.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$11.1M
2
+$7.75M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.8M
5
RTX icon
RTX Corp
RTX
+$3.19M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$130K ﹤0.01%
3,600
327
$128K ﹤0.01%
1,375
328
$127K ﹤0.01%
1,975
329
$127K ﹤0.01%
4,470
-1,667
330
$126K ﹤0.01%
20,400
+100
331
$126K ﹤0.01%
2,615
+15
332
$126K ﹤0.01%
1,010
333
$125K ﹤0.01%
2,200
334
$123K ﹤0.01%
1,754
+13
335
$122K ﹤0.01%
819
+19
336
$122K ﹤0.01%
978
-32
337
$122K ﹤0.01%
3,135
+285
338
$120K ﹤0.01%
3,116
+116
339
$117K ﹤0.01%
2,127
340
$115K ﹤0.01%
605
+5
341
$114K ﹤0.01%
1,811
+111
342
$111K ﹤0.01%
2,062
+40
343
$111K ﹤0.01%
6,400
344
$111K ﹤0.01%
1,209
+30
345
$110K ﹤0.01%
4,000
346
$110K ﹤0.01%
1,300
347
$108K ﹤0.01%
725
348
$107K ﹤0.01%
2,995
+335
349
$106K ﹤0.01%
923
-242
350
$106K ﹤0.01%
2,372
12 13
14
15 16