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
401
$69.3K ﹤0.01%
687
+100
402
$67.8K ﹤0.01%
1,300
403
$67.6K ﹤0.01%
2,566
404
$63.4K ﹤0.01%
1,485
405
$63K ﹤0.01%
569
406
$62K ﹤0.01%
+504
407
$60.5K ﹤0.01%
1,500
408
$60.3K ﹤0.01%
291
-173
409
$60K ﹤0.01%
6,352
410
$58.6K ﹤0.01%
408
+100
411
$58.2K ﹤0.01%
800
-838
412
$58K ﹤0.01%
2,253
413
$56.9K ﹤0.01%
918
414
$55.8K ﹤0.01%
1,225
415
$55K ﹤0.01%
3,093
416
$55K ﹤0.01%
686
417
$53.7K ﹤0.01%
900
418
$52.9K ﹤0.01%
600
419
$52.8K ﹤0.01%
2,538
-270
420
$52.2K ﹤0.01%
457
421
$51.4K ﹤0.01%
115
422
$51.1K ﹤0.01%
500
423
$49.9K ﹤0.01%
+3,391
424
$49K ﹤0.01%
+2,400
425
$49K ﹤0.01%
1,100
15 16
17
18 19