LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$17.4M
3
+$12.3M
4
GNRC icon
Generac Holdings
GNRC
+$11.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.9M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$13.2M
4
INTU icon
Intuit
INTU
+$9.73M
5
EOG icon
EOG Resources
EOG
+$8.22M

Sector Composition

1 Technology 35.36%
2 Healthcare 19.45%
3 Financials 10.95%
4 Consumer Discretionary 10.77%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$30K ﹤0.01%
2,000
502
$30K ﹤0.01%
216
503
$30K ﹤0.01%
926
504
$30K ﹤0.01%
223
505
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130
506
$30K ﹤0.01%
500
507
$29K ﹤0.01%
250
508
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1,029
509
$29K ﹤0.01%
2,340
+575
510
$29K ﹤0.01%
432
-267
511
$29K ﹤0.01%
356
-131
512
$29K ﹤0.01%
460
513
$29K ﹤0.01%
772
514
$28K ﹤0.01%
5,840
515
$28K ﹤0.01%
135
+110
516
$27K ﹤0.01%
+1,750
517
$27K ﹤0.01%
560
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518
$26K ﹤0.01%
1,005
519
$26K ﹤0.01%
500
520
$25K ﹤0.01%
+150
521
$25K ﹤0.01%
+307
522
$25K ﹤0.01%
2,168
523
$25K ﹤0.01%
150
524
$25K ﹤0.01%
+427
525
$23K ﹤0.01%
100
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