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
326
$121K ﹤0.01%
1,982
327
$120K ﹤0.01%
3,600
328
$120K ﹤0.01%
4,137
329
$117K ﹤0.01%
4,680
330
$114K ﹤0.01%
3,768
331
$114K ﹤0.01%
395
332
$112K ﹤0.01%
825
333
$111K ﹤0.01%
3,195
+355
334
$109K ﹤0.01%
1,755
335
$108K ﹤0.01%
1,650
-3,475
336
$107K ﹤0.01%
1,500
337
$105K ﹤0.01%
2,055
338
$105K ﹤0.01%
870
339
$103K ﹤0.01%
500
340
$103K ﹤0.01%
445
341
$101K ﹤0.01%
500
342
$101K ﹤0.01%
462
343
$99.9K ﹤0.01%
1,375
-1,012
344
$98.6K ﹤0.01%
1,300
345
$98.6K ﹤0.01%
622
346
$98.1K ﹤0.01%
3,238
347
$97.9K ﹤0.01%
2,455
348
$97.4K ﹤0.01%
3,424
349
$96.7K ﹤0.01%
1,152
350
$96K ﹤0.01%
1,756
12 13
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