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
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.4M
3
+$21.8M
4
AMZN icon
Amazon
AMZN
+$14.5M
5
IQV icon
IQVIA
IQV
+$8.35M

Top Sells

1
+$44.3M
2
+$19.9M
3
+$17.4M
4
ADP icon
Automatic Data Processing
ADP
+$8.18M
5
JKHY icon
Jack Henry & Associates
JKHY
+$7.29M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$28K ﹤0.01%
5,840
-763
502
$28K ﹤0.01%
2,168
503
$28K ﹤0.01%
500
504
$28K ﹤0.01%
460
505
$27K ﹤0.01%
+100
506
$27K ﹤0.01%
216
507
$27K ﹤0.01%
130
508
$26K ﹤0.01%
250
509
$26K ﹤0.01%
130
510
$26K ﹤0.01%
515
511
$26K ﹤0.01%
865
-180
512
$26K ﹤0.01%
1,300
-128
513
$26K ﹤0.01%
772
514
$23K ﹤0.01%
267
515
$23K ﹤0.01%
295
516
$23K ﹤0.01%
450
-7,451
517
$22K ﹤0.01%
300
-77
518
$22K ﹤0.01%
123
519
$22K ﹤0.01%
1,765
+242
520
$21K ﹤0.01%
+151
521
$21K ﹤0.01%
150
522
$21K ﹤0.01%
400
523
$21K ﹤0.01%
215
-117
524
$21K ﹤0.01%
396
-80
525
$20K ﹤0.01%
360
19 20
21
22 23