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
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16M
3
+$11.7M
4
TTD icon
Trade Desk
TTD
+$9.03M
5
CRM icon
Salesforce
CRM
+$7.87M

Top Sells

1
+$33.8M
2
+$21.4M
3
+$17.6M
4
CHD icon
Church & Dwight Co
CHD
+$14.7M
5
WBD icon
Warner Bros
WBD
+$10.7M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
355
477
$18K ﹤0.01%
500
478
$18K ﹤0.01%
205
479
$18K ﹤0.01%
100
-175
480
$18K ﹤0.01%
1,500
481
$18K ﹤0.01%
250
-325
482
$17K ﹤0.01%
825
483
$17K ﹤0.01%
1,029
484
$17K ﹤0.01%
5,500
485
$17K ﹤0.01%
29
486
$17K ﹤0.01%
645
-13,758
487
$17K ﹤0.01%
175
488
$16K ﹤0.01%
1,100
489
$16K ﹤0.01%
825
490
$16K ﹤0.01%
130
491
$16K ﹤0.01%
855
492
$16K ﹤0.01%
2,000
493
$16K ﹤0.01%
300
494
$16K ﹤0.01%
54
495
$16K ﹤0.01%
300
496
$16K ﹤0.01%
900
497
$16K ﹤0.01%
457
498
$15K ﹤0.01%
250
499
$15K ﹤0.01%
80
500
$15K ﹤0.01%
650
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