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
$9.36B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.4M
3
+$8.53M
4
ASML icon
ASML
ASML
+$7.71M
5
PAYC icon
Paycom
PAYC
+$6.68M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.28M
5
DIS icon
Walt Disney
DIS
+$7.64M

Sector Composition

1 Technology 37.6%
2 Healthcare 18.75%
3 Financials 10.69%
4 Consumer Discretionary 10.29%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27.4K ﹤0.01%
200
477
$27K ﹤0.01%
1,500
478
$26.5K ﹤0.01%
233
+113
479
$26.3K ﹤0.01%
+1,020
480
$25.4K ﹤0.01%
283
481
$25.3K ﹤0.01%
+1,029
482
$25.2K ﹤0.01%
537
483
$24.6K ﹤0.01%
919
484
$24.4K ﹤0.01%
435
-200
485
$24.1K ﹤0.01%
+400
486
$23.7K ﹤0.01%
+2,000
487
$23.6K ﹤0.01%
500
488
$23.5K ﹤0.01%
160
489
$22.9K ﹤0.01%
300
490
$22.9K ﹤0.01%
2,200
+105
491
$22.8K ﹤0.01%
318
492
$22.2K ﹤0.01%
926
493
$22.1K ﹤0.01%
432
494
$22K ﹤0.01%
+352
495
$21.9K ﹤0.01%
2,949
496
$20.4K ﹤0.01%
256
497
$20.3K ﹤0.01%
875
-225
498
$20.3K ﹤0.01%
5,000
499
$20K ﹤0.01%
177
500
$19.8K ﹤0.01%
77
18 19
20
21 22