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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$24.8M
3
+$23.2M
4
FISV
Fiserv Inc
FISV
+$16.9M
5
DG icon
Dollar General
DG
+$4.78M

Top Sells

1
+$16.9M
2
+$12.6M
3
+$12.4M
4
ADP icon
Automatic Data Processing
ADP
+$11.2M
5
CNI icon
Canadian National Railway
CNI
+$10.6M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$49K ﹤0.01%
2,522
-2,140
402
– –
0
403
$47K ﹤0.01%
1,233
-6,890
404
$47K ﹤0.01%
333
405
$47K ﹤0.01%
5,000
406
$47K ﹤0.01%
1,520
407
$46K ﹤0.01%
940
408
$46K ﹤0.01%
850
409
$45K ﹤0.01%
3,000
410
$44K ﹤0.01%
1,600
411
$44K ﹤0.01%
3,048
-7,112
412
$43K ﹤0.01%
733
413
$43K ﹤0.01%
+696
414
$43K ﹤0.01%
860
415
$42K ﹤0.01%
567
416
$42K ﹤0.01%
1,437
417
$41K ﹤0.01%
500
418
$41K ﹤0.01%
1,143
419
$40K ﹤0.01%
2,600
-5,027
420
$39K ﹤0.01%
350
421
$39K ﹤0.01%
926
422
$39K ﹤0.01%
1,822
423
$38K ﹤0.01%
275
-200
424
$38K ﹤0.01%
337
425
$37K ﹤0.01%
258
15 16
17
18 19