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
376
$90.7K ﹤0.01%
5,397
377
$88.3K ﹤0.01%
2,742
378
$87.4K ﹤0.01%
+758
379
$87.2K ﹤0.01%
800
380
$86.5K ﹤0.01%
1,075
381
$85.8K ﹤0.01%
+10,241
382
$83.8K ﹤0.01%
2,666
383
$83.5K ﹤0.01%
776
384
$82.8K ﹤0.01%
6,917
-8,619
385
$82.1K ﹤0.01%
3,238
386
$81.8K ﹤0.01%
860
387
$80.8K ﹤0.01%
321
-680
388
$78.9K ﹤0.01%
+100
389
$78.7K ﹤0.01%
500
390
$78.4K ﹤0.01%
1,650
391
$75.7K ﹤0.01%
200
392
$75.2K ﹤0.01%
768
-742
393
$75.1K ﹤0.01%
1,931
394
$74.8K ﹤0.01%
331
395
$73K ﹤0.01%
1,182
396
$72.6K ﹤0.01%
657
397
$72.4K ﹤0.01%
+993
398
$72K ﹤0.01%
950
399
$70.7K ﹤0.01%
997
+392
400
$70.5K ﹤0.01%
1,304
+71
14 15
16
17 18