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
$7.97B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$24.8M
3
+$23.2M
4
FISV
Fiserv Inc
FISV
+$16.9M
5
DG icon
Dollar General
DG
+$4.78M

Top Sells

1
+$16.9M
2
+$12.6M
3
+$12.4M
4
ADP icon
Automatic Data Processing
ADP
+$11.2M
5
CNI icon
Canadian National Railway
CNI
+$10.6M

Sector Composition

1 Technology 34.08%
2 Healthcare 18.47%
3 Consumer Discretionary 11.54%
4 Financials 11.44%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$24K ﹤0.01%
457
452
$24K ﹤0.01%
1,000
453
$24K ﹤0.01%
101
454
$23K ﹤0.01%
9,667
455
$23K ﹤0.01%
290
456
$23K ﹤0.01%
1,300
457
$23K ﹤0.01%
1,500
458
$22K ﹤0.01%
22,542
459
$22K ﹤0.01%
1,029
460
$22K ﹤0.01%
855
461
$22K ﹤0.01%
100
462
$21K ﹤0.01%
266
463
$21K ﹤0.01%
650
464
$21K ﹤0.01%
275
465
$21K ﹤0.01%
1,449
466
$20K ﹤0.01%
200
-40
467
$20K ﹤0.01%
210
468
$20K ﹤0.01%
29
469
$20K ﹤0.01%
600
470
$20K ﹤0.01%
205
471
$19K ﹤0.01%
550
472
$19K ﹤0.01%
300
473
$18K ﹤0.01%
825
474
$18K ﹤0.01%
1,000
475
$18K ﹤0.01%
515
17 18
19
20 21