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
$8.14B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.81M
3
+$5.11M
4
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M
5
WEX icon
WEX
WEX
+$4.25M

Top Sells

1
+$17.5M
2
+$15.7M
3
+$7.74M
4
DIS icon
Walt Disney
DIS
+$6.51M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$6.31M

Sector Composition

1 Technology 33.71%
2 Healthcare 20.48%
3 Financials 11.22%
4 Consumer Discretionary 9.54%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$49K ﹤0.01%
780
427
$48K ﹤0.01%
424
-127
428
$48K ﹤0.01%
1,650
429
$48K ﹤0.01%
10,707
430
$48K ﹤0.01%
325
431
$47K ﹤0.01%
800
432
$47K ﹤0.01%
+601
433
$46K ﹤0.01%
1,100
434
$46K ﹤0.01%
1,233
435
$45K ﹤0.01%
2,301
436
$45K ﹤0.01%
666
437
$45K ﹤0.01%
425
+376
438
$44K ﹤0.01%
359
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439
$44K ﹤0.01%
372
440
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+419
441
$44K ﹤0.01%
479
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$44K ﹤0.01%
919
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– –
0
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300
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$43K ﹤0.01%
2,720
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446
$43K ﹤0.01%
1,102
447
$43K ﹤0.01%
783
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448
$43K ﹤0.01%
1,121
-91
449
$42K ﹤0.01%
399
450
$41K ﹤0.01%
500
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