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
426
$39.9K ﹤0.01%
480
427
$39.5K ﹤0.01%
350
428
$39.2K ﹤0.01%
800
429
$39.1K ﹤0.01%
666
430
$38.3K ﹤0.01%
292
431
$37.9K ﹤0.01%
271
+267
432
$37.8K ﹤0.01%
308
-15
433
$37.6K ﹤0.01%
768
434
$37.6K ﹤0.01%
250
435
$37.5K ﹤0.01%
240
436
$37.4K ﹤0.01%
424
437
$36.8K ﹤0.01%
279
-140
438
$33.7K ﹤0.01%
700
439
$31.9K ﹤0.01%
400
440
$31.8K ﹤0.01%
817
441
$31.1K ﹤0.01%
312
442
$30.4K ﹤0.01%
215
443
$30.2K ﹤0.01%
+356
444
$29.8K ﹤0.01%
515
445
$27.1K ﹤0.01%
2,190
+25
446
$26.3K ﹤0.01%
3,005
447
$26.2K ﹤0.01%
80
448
$25.8K ﹤0.01%
635
449
$25.5K ﹤0.01%
240
450
$25.3K ﹤0.01%
500