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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$16.1K ﹤0.01%
+550
477
$15.7K ﹤0.01%
+25
478
$15.7K ﹤0.01%
454
479
$15.6K ﹤0.01%
600
480
$15.1K ﹤0.01%
926
481
$14.9K ﹤0.01%
70
482
$14.8K ﹤0.01%
2,100
483
$14.5K ﹤0.01%
1,300
484
$14.4K ﹤0.01%
280
485
$14.2K ﹤0.01%
2,949
+1,500
486
$14.1K ﹤0.01%
100
-29
487
$13.5K ﹤0.01%
300
488
$13.1K ﹤0.01%
257
489
$12.5K ﹤0.01%
5,000
490
$12.3K ﹤0.01%
84
491
$12.2K ﹤0.01%
180
492
$12K ﹤0.01%
2,380
493
$11.9K ﹤0.01%
550
494
$11.8K ﹤0.01%
2,592
495
$11.6K ﹤0.01%
110
496
$11.5K ﹤0.01%
12,820
497
$11.1K ﹤0.01%
753
498
$10.9K ﹤0.01%
1,450
-718
499
$10.7K ﹤0.01%
38
500
$10.6K ﹤0.01%
500
18 19
20
21 22