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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.87M
3
+$5.17M
4
ADBE icon
Adobe
ADBE
+$4.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$11.1M
2
+$7.75M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.8M
5
RTX icon
RTX Corp
RTX
+$3.19M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K ﹤0.01%
1,152
-6,749
502
$21K ﹤0.01%
200
503
$21K ﹤0.01%
740
504
$21K ﹤0.01%
2,000
505
$20K ﹤0.01%
1,110
+390
506
$20K ﹤0.01%
+444
507
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1,216
-204
508
$20K ﹤0.01%
106
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509
$20K ﹤0.01%
538
510
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2,275
511
$20K ﹤0.01%
265
512
$19K ﹤0.01%
60
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513
$19K ﹤0.01%
342
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514
$19K ﹤0.01%
741
515
$19K ﹤0.01%
1,000
516
$18K ﹤0.01%
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517
$18K ﹤0.01%
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518
$18K ﹤0.01%
630
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519
$17K ﹤0.01%
373
520
$17K ﹤0.01%
350
521
$17K ﹤0.01%
450
522
$16K ﹤0.01%
+470
523
$16K ﹤0.01%
800
524
$16K ﹤0.01%
+895
525
$16K ﹤0.01%
274
+4
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