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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.7M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$14.4M
5
WEX icon
WEX
WEX
+$13.8M

Top Sells

1
+$17.1M
2
+$13.9M
3
+$10.7M
4
RTX icon
RTX Corp
RTX
+$6.58M
5
TJX icon
TJX Companies
TJX
+$5.77M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27K ﹤0.01%
+397
477
$26K ﹤0.01%
1,125
478
$26K ﹤0.01%
500
479
$25K ﹤0.01%
+1,100
480
$25K ﹤0.01%
550
+20
481
$25K ﹤0.01%
+600
482
$25K ﹤0.01%
+575
483
$25K ﹤0.01%
206
+105
484
$25K ﹤0.01%
231
+225
485
$25K ﹤0.01%
300
486
$24K ﹤0.01%
+825
487
$24K ﹤0.01%
300
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488
$24K ﹤0.01%
3,404
489
$24K ﹤0.01%
+600
490
$24K ﹤0.01%
481
491
$24K ﹤0.01%
324
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492
$24K ﹤0.01%
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$24K ﹤0.01%
300
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8
495
$24K ﹤0.01%
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496
$24K ﹤0.01%
204
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497
$23K ﹤0.01%
2,000
-2,000
498
$23K ﹤0.01%
975
499
$23K ﹤0.01%
+440
500
$23K ﹤0.01%
435
18 19
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