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
326
$142K ﹤0.01%
3,500
+500
327
$140K ﹤0.01%
3,050
+172
328
$138K ﹤0.01%
3,424
329
$138K ﹤0.01%
1,200
330
$138K ﹤0.01%
1,822
331
$138K ﹤0.01%
4,680
332
$135K ﹤0.01%
545
-975
333
$134K ﹤0.01%
4,000
334
$134K ﹤0.01%
+1,768
335
$133K ﹤0.01%
1,375
336
$131K ﹤0.01%
611
337
$131K ﹤0.01%
147
+7
338
$131K ﹤0.01%
8,800
339
$131K ﹤0.01%
462
340
$130K ﹤0.01%
3,600
341
$128K ﹤0.01%
1,982
342
$127K ﹤0.01%
7,000
343
$126K ﹤0.01%
725
+25
344
$122K ﹤0.01%
970
345
$121K ﹤0.01%
375
-24
346
$121K ﹤0.01%
3,701
+701
347
$120K ﹤0.01%
2,000
348
$118K ﹤0.01%
383
349
$113K ﹤0.01%
2,537
350
$113K ﹤0.01%
1,755
12 13
14
15 16