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
401
$50.9K ﹤0.01%
399
402
$50.4K ﹤0.01%
162
403
$50.1K ﹤0.01%
1,100
404
$49.5K ﹤0.01%
10,707
405
$49.1K ﹤0.01%
477
-7
406
$48.7K ﹤0.01%
2,301
407
$47.6K ﹤0.01%
454
408
$47.2K ﹤0.01%
1,096
-15
409
– –
0
410
$45.4K ﹤0.01%
2,455
411
$44.4K ﹤0.01%
350
412
$44K ﹤0.01%
400
-600
413
$43.9K ﹤0.01%
325
414
$43.9K ﹤0.01%
359
415
$43.8K ﹤0.01%
2,720
416
$43.5K ﹤0.01%
1,068
417
$43.4K ﹤0.01%
919
418
$43.1K ﹤0.01%
567
419
$42.8K ﹤0.01%
500
420
$42.8K ﹤0.01%
1,527
421
$42.2K ﹤0.01%
666
422
$42.1K ﹤0.01%
300
423
$41.9K ﹤0.01%
300
424
$40.9K ﹤0.01%
1,102
425
$40K ﹤0.01%
457
15 16
17
18 19