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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10.3K ﹤0.01%
325
502
$10.2K ﹤0.01%
30
-338
503
$9.95K ﹤0.01%
1,906
504
$9.49K ﹤0.01%
150
505
$9.23K ﹤0.01%
6,500
506
$9.06K ﹤0.01%
249
507
$9.04K ﹤0.01%
178
508
$8.94K ﹤0.01%
37
509
$8.68K ﹤0.01%
110
510
$8.56K ﹤0.01%
480
511
$8.55K ﹤0.01%
100
-50
512
$7.63K ﹤0.01%
145
513
$7.45K ﹤0.01%
100
-57
514
$6.55K ﹤0.01%
536
515
$6.52K ﹤0.01%
530
-20
516
$6.48K ﹤0.01%
50
517
$6.46K ﹤0.01%
850
-406
518
$6.32K ﹤0.01%
45
-12
519
$6.28K ﹤0.01%
100
-725
520
$6.18K ﹤0.01%
80
521
$6.04K ﹤0.01%
225
522
$6.01K ﹤0.01%
4,482
523
$5.91K ﹤0.01%
50
524
$5.9K ﹤0.01%
120
525
$5.88K ﹤0.01%
100
19 20
21
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