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
$7.69B
AUM Growth
-$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.04M
3
+$5.99M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.36M
5
BR icon
Broadridge
BR
+$4.23M

Top Sells

1
+$25.1M
2
+$18.2M
3
+$12.3M
4
CRM icon
Salesforce
CRM
+$6.45M
5
TREX icon
Trex
TREX
+$6.24M

Sector Composition

1 Technology 34.09%
2 Healthcare 20.74%
3 Financials 10.64%
4 Consumer Discretionary 10.37%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24K ﹤0.01%
262
-10
477
$23K ﹤0.01%
200
478
$23K ﹤0.01%
1,750
479
$23K ﹤0.01%
175
-35
480
$22K ﹤0.01%
77
481
$22K ﹤0.01%
638
482
$22K ﹤0.01%
130
483
$21K ﹤0.01%
189
484
$21K ﹤0.01%
1,000
485
$21K ﹤0.01%
46
486
$20K ﹤0.01%
500
487
$19K ﹤0.01%
256
488
$19K ﹤0.01%
1,500
489
$18K ﹤0.01%
110
490
$18K ﹤0.01%
427
491
$18K ﹤0.01%
250
492
$17K ﹤0.01%
300
493
$17K ﹤0.01%
129
494
$17K ﹤0.01%
318
495
$17K ﹤0.01%
+160
496
$16K ﹤0.01%
269
497
$16K ﹤0.01%
150
498
$16K ﹤0.01%
450
499
$16K ﹤0.01%
+616
500
$16K ﹤0.01%
560
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