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
$9.36B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.4M
3
+$8.53M
4
ASML icon
ASML
ASML
+$7.71M
5
PAYC icon
Paycom
PAYC
+$6.68M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.28M
5
DIS icon
Walt Disney
DIS
+$7.64M

Sector Composition

1 Technology 37.6%
2 Healthcare 18.75%
3 Financials 10.69%
4 Consumer Discretionary 10.29%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19.4K ﹤0.01%
300
502
$18.9K ﹤0.01%
1,750
503
$18.6K ﹤0.01%
1,400
-72
504
$18.6K ﹤0.01%
+500
505
$18.2K ﹤0.01%
2,592
506
$18K ﹤0.01%
271
+1
507
$18K ﹤0.01%
80
508
$17.8K ﹤0.01%
450
509
$17.7K ﹤0.01%
110
510
$17.3K ﹤0.01%
1,029
511
$17K ﹤0.01%
425
+100
512
$16.8K ﹤0.01%
600
513
$16.6K ﹤0.01%
257
514
$16.6K ﹤0.01%
+120
515
$16.3K ﹤0.01%
94
516
$16.2K ﹤0.01%
110
517
$15.8K ﹤0.01%
280
518
$15.4K ﹤0.01%
84
519
$15K ﹤0.01%
75
-70
520
$14.6K ﹤0.01%
120
-200
521
$14.4K ﹤0.01%
+400
522
$13.9K ﹤0.01%
250
523
$13.4K ﹤0.01%
+482
524
$13.4K ﹤0.01%
109
-50
525
$12.8K ﹤0.01%
100
19 20
21
22 23