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
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16M
3
+$11.7M
4
TTD icon
Trade Desk
TTD
+$9.03M
5
CRM icon
Salesforce
CRM
+$7.87M

Top Sells

1
+$33.8M
2
+$21.4M
3
+$17.6M
4
CHD icon
Church & Dwight Co
CHD
+$14.7M
5
WBD icon
Warner Bros
WBD
+$10.7M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$28K ﹤0.01%
+1,240
427
$28K ﹤0.01%
258
428
$28K ﹤0.01%
2,230
+480
429
$28K ﹤0.01%
975
430
$28K ﹤0.01%
780
431
$27K ﹤0.01%
333
432
$27K ﹤0.01%
+501
433
$27K ﹤0.01%
290
434
$27K ﹤0.01%
1,080
+825
435
$27K ﹤0.01%
325
436
$27K ﹤0.01%
250
437
$27K ﹤0.01%
2,092
438
$27K ﹤0.01%
298
439
$26K ﹤0.01%
326
-110
440
$26K ﹤0.01%
520
-815
441
$26K ﹤0.01%
8,000
442
$26K ﹤0.01%
1,000
443
$25K ﹤0.01%
1,600
+600
444
$25K ﹤0.01%
7,797
445
$24K ﹤0.01%
258
-50
446
$23K ﹤0.01%
500
447
$23K ﹤0.01%
551
448
$23K ﹤0.01%
22,542
449
$23K ﹤0.01%
150
450
$23K ﹤0.01%
+200
16 17
18
19 20