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
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$35.8M
3
+$30.5M
4
NOW icon
ServiceNow
NOW
+$22.1M
5
IQV icon
IQVIA
IQV
+$10.1M

Top Sells

1
+$59.4M
2
+$29M
3
+$14.7M
4
TJX icon
TJX Companies
TJX
+$13.8M
5
PAYC icon
Paycom
PAYC
+$11.9M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$50K ﹤0.01%
+500
477
$48K ﹤0.01%
+791
478
$46K ﹤0.01%
+567
479
$45K ﹤0.01%
+1,111
480
$44K ﹤0.01%
+238
481
$44K ﹤0.01%
+866
482
$44K ﹤0.01%
+351
483
$43K ﹤0.01%
+258
484
$43K ﹤0.01%
+500
485
$42K ﹤0.01%
+633
486
$42K ﹤0.01%
+353
487
$41K ﹤0.01%
+80
488
$41K ﹤0.01%
+170
489
$40K ﹤0.01%
+300
490
$40K ﹤0.01%
+966
491
$40K ﹤0.01%
+480
492
$39K ﹤0.01%
+334
493
$37K ﹤0.01%
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$36K ﹤0.01%
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495
$35K ﹤0.01%
+354
496
$35K ﹤0.01%
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497
$35K ﹤0.01%
+768
498
$35K ﹤0.01%
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499
$34K ﹤0.01%
+260
500
$34K ﹤0.01%
+457
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