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
351
$95K ﹤0.01%
1,941
352
$94.9K ﹤0.01%
2,262
353
$94K ﹤0.01%
464
354
$93K ﹤0.01%
1,075
355
$91.5K ﹤0.01%
1,357
+296
356
$90.8K ﹤0.01%
1,800
357
$90.5K ﹤0.01%
2,666
358
$90K ﹤0.01%
5,640
-69
359
$88.8K ﹤0.01%
4,817
+594
360
$86.6K ﹤0.01%
718
+384
361
$82.9K ﹤0.01%
500
362
$81.9K ﹤0.01%
2,933
-99
363
$77.7K ﹤0.01%
1,182
364
$74.8K ﹤0.01%
380
-30
365
$74.1K ﹤0.01%
2,000
366
$73.8K ﹤0.01%
450
367
$73.7K ﹤0.01%
3,000
368
$73.4K ﹤0.01%
2,145
369
$73K ﹤0.01%
1,822
370
$72.2K ﹤0.01%
561
+104
371
$70.2K ﹤0.01%
860
372
$70.1K ﹤0.01%
1,485
373
$69.2K ﹤0.01%
2,253
374
$67.5K ﹤0.01%
657
375
$66.8K ﹤0.01%
1,400
13 14
15
16 17