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
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$35.8M
3
+$30.5M
4
NOW icon
ServiceNow
NOW
+$22.1M
5
IQV icon
IQVIA
IQV
+$10.1M

Top Sells

1
+$59.4M
2
+$29M
3
+$14.7M
4
TJX icon
TJX Companies
TJX
+$13.8M
5
PAYC icon
Paycom
PAYC
+$11.9M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$61K ﹤0.01%
+625
452
$61K ﹤0.01%
+4,311
453
$61K ﹤0.01%
+1,600
454
$61K ﹤0.01%
+600
455
$61K ﹤0.01%
+450
456
$61K ﹤0.01%
+110
457
$60K ﹤0.01%
+4,317
458
$60K ﹤0.01%
+559
459
$58K ﹤0.01%
+1,437
460
$57K ﹤0.01%
+381
461
$56K ﹤0.01%
+1,299
462
$56K ﹤0.01%
+1,747
463
$56K ﹤0.01%
+900
464
$56K ﹤0.01%
+1,005
465
$56K ﹤0.01%
+900
466
$56K ﹤0.01%
+1,089
467
$53K ﹤0.01%
+388
468
$53K ﹤0.01%
+800
469
$52K ﹤0.01%
+800
470
$52K ﹤0.01%
+363
471
$51K ﹤0.01%
+1,102
472
$50K ﹤0.01%
+1,004
473
$50K ﹤0.01%
+326
474
$50K ﹤0.01%
+718
475
$50K ﹤0.01%
+3,500
17 18
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