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
$7.69B
AUM Growth
-$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.04M
3
+$5.99M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.36M
5
BR icon
Broadridge
BR
+$4.23M

Top Sells

1
+$25.1M
2
+$18.2M
3
+$12.3M
4
CRM icon
Salesforce
CRM
+$6.45M
5
TREX icon
Trex
TREX
+$6.24M

Sector Composition

1 Technology 34.09%
2 Healthcare 20.74%
3 Financials 10.64%
4 Consumer Discretionary 10.37%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$43K ﹤0.01%
919
427
$42K ﹤0.01%
500
428
$42K ﹤0.01%
1,100
429
$42K ﹤0.01%
359
430
$42K ﹤0.01%
2,301
431
$42K ﹤0.01%
10,707
432
$42K ﹤0.01%
4,928
-31
433
$42K ﹤0.01%
399
434
$42K ﹤0.01%
325
435
$41K ﹤0.01%
162
436
$41K ﹤0.01%
625
-1,505
437
$41K ﹤0.01%
+1,527
438
$41K ﹤0.01%
635
439
$41K ﹤0.01%
454
440
$40K ﹤0.01%
3,005
441
$39K ﹤0.01%
700
442
$39K ﹤0.01%
666
443
$38K ﹤0.01%
800
444
$38K ﹤0.01%
2,720
445
$38K ﹤0.01%
480
446
$37K ﹤0.01%
457
447
$37K ﹤0.01%
567
448
$37K ﹤0.01%
350
-75
449
$36K ﹤0.01%
666
450
$36K ﹤0.01%
334
-109
16 17
18
19 20