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
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16M
3
+$11.7M
4
TTD icon
Trade Desk
TTD
+$9.03M
5
CRM icon
Salesforce
CRM
+$7.87M

Top Sells

1
+$33.8M
2
+$21.4M
3
+$17.6M
4
CHD icon
Church & Dwight Co
CHD
+$14.7M
5
WBD icon
Warner Bros
WBD
+$10.7M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$63K ﹤0.01%
805
+55
352
$62K ﹤0.01%
616
-66
353
$62K ﹤0.01%
5,573
-2,175
354
$61K ﹤0.01%
333
355
$61K ﹤0.01%
2,220
-4,020
356
$60K ﹤0.01%
1,000
357
$60K ﹤0.01%
400
-150
358
$59K ﹤0.01%
574
359
$59K ﹤0.01%
4,085
360
$59K ﹤0.01%
443
+175
361
$58K ﹤0.01%
871
+320
362
$57K ﹤0.01%
384
363
$57K ﹤0.01%
560
364
$56K ﹤0.01%
410
365
$55K ﹤0.01%
1,143
366
$54K ﹤0.01%
750
367
$54K ﹤0.01%
390
368
$53K ﹤0.01%
4,311
369
$53K ﹤0.01%
1,000
370
$53K ﹤0.01%
2,600
-2,000
371
$52K ﹤0.01%
360
372
$52K ﹤0.01%
4,317
373
$51K ﹤0.01%
1,953
+400
374
$50K ﹤0.01%
2,500
375
$50K ﹤0.01%
3,500
13 14
15
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