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
$7.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.7M
3
+$13.6M
4
MRK icon
Merck
MRK
+$12.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Top Sells

1
+$63.7M
2
+$17.4M
3
+$12.4M
4
RTX icon
RTX Corp
RTX
+$7.86M
5
HDB icon
HDFC Bank
HDB
+$7.85M

Sector Composition

1 Technology 34.42%
2 Healthcare 17.45%
3 Financials 11.43%
4 Consumer Discretionary 11.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K ﹤0.01%
283
502
$10K ﹤0.01%
650
503
$9K ﹤0.01%
100
504
$9K ﹤0.01%
1,000
-86
505
$9K ﹤0.01%
+121
506
$9K ﹤0.01%
1,100
507
$8K ﹤0.01%
219
508
$8K ﹤0.01%
255
-825
509
$8K ﹤0.01%
655
510
$8K ﹤0.01%
40
511
$8K ﹤0.01%
90
512
$8K ﹤0.01%
139
-18
513
$8K ﹤0.01%
91
514
$7K ﹤0.01%
500
515
$7K ﹤0.01%
+77
516
$7K ﹤0.01%
70
517
$7K ﹤0.01%
300
518
$7K ﹤0.01%
266
519
$7K ﹤0.01%
+200
520
$7K ﹤0.01%
257
521
$7K ﹤0.01%
500
522
$7K ﹤0.01%
455
523
$7K ﹤0.01%
60
524
$7K ﹤0.01%
120
-400
525
$7K ﹤0.01%
84
19 20
21
22 23