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
376
$64.3K ﹤0.01%
6,352
377
$64.1K ﹤0.01%
200
378
$62.8K ﹤0.01%
356
379
$61.8K ﹤0.01%
800
380
$61.2K ﹤0.01%
615
381
$60.8K ﹤0.01%
725
382
$60.3K ﹤0.01%
1,300
383
$60.3K ﹤0.01%
2,500
384
$60.1K ﹤0.01%
3,093
385
$59.5K ﹤0.01%
918
386
$58.9K ﹤0.01%
115
387
$58.9K ﹤0.01%
350
-3
388
$57.1K ﹤0.01%
1,233
389
$57K ﹤0.01%
1,278
-317
390
$56.5K ﹤0.01%
1,004
391
$54.6K ﹤0.01%
1,500
392
$54.3K ﹤0.01%
2,808
393
$54.2K ﹤0.01%
1,650
394
$53.9K ﹤0.01%
780
395
$53.5K ﹤0.01%
1,000
396
$52.5K ﹤0.01%
900
397
$52.3K ﹤0.01%
686
398
$52.2K ﹤0.01%
3,989
399
$51.9K ﹤0.01%
4,667
-261
400
$51.9K ﹤0.01%
569
14 15
16
17 18