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
451
$24.7K ﹤0.01%
1,750
452
$24.3K ﹤0.01%
603
-35
453
$24.2K ﹤0.01%
424
454
$23.6K ﹤0.01%
189
455
$23.2K ﹤0.01%
101
456
$23.1K ﹤0.01%
130
457
$22.9K ﹤0.01%
1,500
458
$22.9K ﹤0.01%
200
459
$22.5K ﹤0.01%
500
460
$22.1K ﹤0.01%
43
-3
461
$21.6K ﹤0.01%
318
462
$21.4K ﹤0.01%
300
463
$21.1K ﹤0.01%
250
-365
464
$20.4K ﹤0.01%
432
465
$19.5K ﹤0.01%
1,029
466
$19.4K ﹤0.01%
256
467
$19.4K ﹤0.01%
250
468
$18.2K ﹤0.01%
560
469
$18.2K ﹤0.01%
177
-3,545
470
$18.1K ﹤0.01%
77
471
$17.6K ﹤0.01%
145
-30
472
$17.5K ﹤0.01%
270
+1
473
$17.1K ﹤0.01%
450
474
$16.7K ﹤0.01%
160
475
$16.2K ﹤0.01%
1,457
-126
17 18
19
20 21