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
$9.75B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.7M
3
+$11.3M
4
PYPL icon
PayPal
PYPL
+$10.4M
5
WEX icon
WEX
WEX
+$4.26M

Top Sells

1
+$14.3M
2
+$12.7M
3
+$11M
4
ECL icon
Ecolab
ECL
+$10.3M
5
HDB icon
HDFC Bank
HDB
+$9.66M

Sector Composition

1 Technology 34.19%
2 Healthcare 19.81%
3 Financials 11.39%
4 Consumer Discretionary 10.23%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$46K ﹤0.01%
666
-4,309
452
$46K ﹤0.01%
1,400
453
$44K ﹤0.01%
344
454
$44K ﹤0.01%
700
455
$44K ﹤0.01%
567
456
$44K ﹤0.01%
6,500
457
$43K ﹤0.01%
250
+100
458
$43K ﹤0.01%
334
459
$43K ﹤0.01%
+275
460
$42K ﹤0.01%
768
461
$41K ﹤0.01%
1,000
-620
462
– –
0
463
$41K ﹤0.01%
480
464
$40K ﹤0.01%
300
465
$40K ﹤0.01%
385
466
$40K ﹤0.01%
1,102
467
$39K ﹤0.01%
457
468
$36K ﹤0.01%
500
469
$35K ﹤0.01%
515
470
$35K ﹤0.01%
1,220
+1,150
471
$35K ﹤0.01%
308
472
$34K ﹤0.01%
262
473
$34K ﹤0.01%
215
474
$34K ﹤0.01%
307
+6
475
$34K ﹤0.01%
258
17 18
19
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