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
$7.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.7M
3
+$13.6M
4
MRK icon
Merck
MRK
+$12.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Top Sells

1
+$63.7M
2
+$17.4M
3
+$12.4M
4
RTX icon
RTX Corp
RTX
+$7.86M
5
HDB icon
HDFC Bank
HDB
+$7.85M

Sector Composition

1 Technology 34.42%
2 Healthcare 17.45%
3 Financials 11.43%
4 Consumer Discretionary 11.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$68K ﹤0.01%
1,075
352
$68K ﹤0.01%
400
353
$67K ﹤0.01%
1,000
354
$67K ﹤0.01%
1,355
355
$67K ﹤0.01%
3,500
356
$67K ﹤0.01%
3,093
357
$66K ﹤0.01%
390
358
$65K ﹤0.01%
1,520
359
$64K ﹤0.01%
5,573
360
$62K ﹤0.01%
500
361
$59K ﹤0.01%
384
362
$59K ﹤0.01%
700
363
$58K ﹤0.01%
360
364
$58K ﹤0.01%
333
365
$57K ﹤0.01%
+1,061
366
$57K ﹤0.01%
3,000
367
$57K ﹤0.01%
443
368
$56K ﹤0.01%
750
369
$56K ﹤0.01%
1,693
370
$55K ﹤0.01%
1,420
-701
371
$54K ﹤0.01%
776
-815
372
$54K ﹤0.01%
4,311
373
$53K ﹤0.01%
998
374
$53K ﹤0.01%
950
375
$53K ﹤0.01%
1,553
13 14
15
16 17