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
426
$48.9K ﹤0.01%
1,004
427
$48.6K ﹤0.01%
300
428
$48.5K ﹤0.01%
2,720
429
$48.2K ﹤0.01%
331
-68
430
$48K ﹤0.01%
1,004
431
$46.6K ﹤0.01%
367
432
$46.3K ﹤0.01%
400
433
$46.2K ﹤0.01%
567
434
$46.2K ﹤0.01%
356
-15
435
$45.5K ﹤0.01%
+275
436
$45.4K ﹤0.01%
2,301
437
$43.9K ﹤0.01%
1,446
+350
438
$43.7K ﹤0.01%
805
-75
439
$43.5K ﹤0.01%
384
440
$43.4K ﹤0.01%
780
441
$43.2K ﹤0.01%
1,218
+150
442
– –
0
443
$42.3K ﹤0.01%
4,243
-192
444
$41.5K ﹤0.01%
+881
445
$41.1K ﹤0.01%
350
446
$40.9K ﹤0.01%
1,527
447
$40.5K ﹤0.01%
288
+48
448
$40.2K ﹤0.01%
350
449
$39.8K ﹤0.01%
666
450
$38.9K ﹤0.01%
+1,803
16 17
18
19 20