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
$9.75B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.7M
3
+$11.3M
4
PYPL icon
PayPal
PYPL
+$10.4M
5
WEX icon
WEX
WEX
+$4.26M

Top Sells

1
+$14.3M
2
+$12.7M
3
+$11M
4
ECL icon
Ecolab
ECL
+$10.3M
5
HDB icon
HDFC Bank
HDB
+$9.66M

Sector Composition

1 Technology 34.19%
2 Healthcare 19.81%
3 Financials 11.39%
4 Consumer Discretionary 10.23%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$34K ﹤0.01%
400
477
$33K ﹤0.01%
240
478
$33K ﹤0.01%
+784
479
$31K ﹤0.01%
926
480
$31K ﹤0.01%
223
481
$31K ﹤0.01%
+327
482
$31K ﹤0.01%
+448
483
$31K ﹤0.01%
500
484
$31K ﹤0.01%
460
-998
485
$30K ﹤0.01%
5,840
486
$30K ﹤0.01%
539
487
$30K ﹤0.01%
603
-99
488
$30K ﹤0.01%
427
489
$30K ﹤0.01%
240
-1,754
490
$29K ﹤0.01%
210
491
$28K ﹤0.01%
586
-250
492
$28K ﹤0.01%
432
493
$28K ﹤0.01%
356
494
$28K ﹤0.01%
260
+110
495
$27K ﹤0.01%
2,000
496
$27K ﹤0.01%
1,300
497
$26K ﹤0.01%
150
498
$26K ﹤0.01%
+943
499
$26K ﹤0.01%
200
-1,250
500
$26K ﹤0.01%
560
18 19
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