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
$8.14B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.81M
3
+$5.11M
4
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M
5
WEX icon
WEX
WEX
+$4.25M

Top Sells

1
+$17.5M
2
+$15.7M
3
+$7.74M
4
DIS icon
Walt Disney
DIS
+$6.51M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$6.31M

Sector Composition

1 Technology 33.71%
2 Healthcare 20.48%
3 Financials 11.22%
4 Consumer Discretionary 9.54%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$14K ﹤0.01%
257
527
$14K ﹤0.01%
+753
528
$14K ﹤0.01%
300
529
$13K ﹤0.01%
150
530
$13K ﹤0.01%
550
-36
531
$13K ﹤0.01%
156
532
$13K ﹤0.01%
157
-228
533
$12K ﹤0.01%
38
-7
534
$12K ﹤0.01%
325
535
$12K ﹤0.01%
+275
536
$11K ﹤0.01%
+416
537
$11K ﹤0.01%
536
538
$11K ﹤0.01%
2,100
539
$11K ﹤0.01%
+400
540
$10K ﹤0.01%
+50
541
$10K ﹤0.01%
1,256
542
$10K ﹤0.01%
+200
543
$10K ﹤0.01%
110
544
$10K ﹤0.01%
145
545
$10K ﹤0.01%
500
546
$10K ﹤0.01%
131
-225
547
$10K ﹤0.01%
84
548
$10K ﹤0.01%
977
549
$10K ﹤0.01%
+2,000
550
$9K ﹤0.01%
37
-9
20 21
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23 24