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
451
$37.5K ﹤0.01%
515
452
$37.4K ﹤0.01%
930
-892
453
$37.1K ﹤0.01%
+2,959
454
$36.7K ﹤0.01%
900
-200
455
$36.6K ﹤0.01%
+400
456
$36.1K ﹤0.01%
454
457
$35.6K ﹤0.01%
300
458
$35.5K ﹤0.01%
324
459
$34.8K ﹤0.01%
356
460
$34.8K ﹤0.01%
707
461
$34.8K ﹤0.01%
743
-25
462
$34.3K ﹤0.01%
1,084
463
$33.9K ﹤0.01%
300
464
$33.6K ﹤0.01%
+1,398
465
$32.6K ﹤0.01%
603
466
$31.7K ﹤0.01%
700
467
$30.9K ﹤0.01%
215
468
$29.7K ﹤0.01%
1,102
469
$29.5K ﹤0.01%
+900
470
$28.9K ﹤0.01%
347
-77
471
$28.9K ﹤0.01%
130
472
$28.7K ﹤0.01%
424
473
$28.5K ﹤0.01%
+277
474
$28.4K ﹤0.01%
3,005
475
$27.7K ﹤0.01%
3,184
-805
17 18
19
20 21