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
351
$113K ﹤0.01%
500
352
$112K ﹤0.01%
+2,428
353
$112K ﹤0.01%
+4,735
354
$110K ﹤0.01%
1,510
355
$109K ﹤0.01%
1,595
-2,000
356
$108K ﹤0.01%
1,122
357
$105K ﹤0.01%
3,000
358
$105K ﹤0.01%
11,979
359
$105K ﹤0.01%
1,800
360
$103K ﹤0.01%
535
+35
361
$103K ﹤0.01%
450
362
$103K ﹤0.01%
1,500
363
$102K ﹤0.01%
1,777
+122
364
$101K ﹤0.01%
445
365
$100K ﹤0.01%
1,391
+91
366
$99.7K ﹤0.01%
4,137
367
$99.2K ﹤0.01%
1,756
368
$99.2K ﹤0.01%
2,455
369
$99K ﹤0.01%
590
+29
370
$98.5K ﹤0.01%
4,000
371
$96.3K ﹤0.01%
2,127
372
$96.1K ﹤0.01%
1,510
-431
373
$94K ﹤0.01%
5,641
+724
374
$93K ﹤0.01%
2,286
-914
375
$91.9K ﹤0.01%
622
13 14
15
16 17