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
$7.69B
AUM Growth
-$448M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.04M
3
+$5.99M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.36M
5
BR icon
Broadridge
BR
+$4.23M

Top Sells

1
+$25.1M
2
+$18.2M
3
+$12.3M
4
CRM icon
Salesforce
CRM
+$6.45M
5
TREX icon
Trex
TREX
+$6.24M

Sector Composition

1 Technology 34.09%
2 Healthcare 20.74%
3 Financials 10.64%
4 Consumer Discretionary 10.37%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10K ﹤0.01%
+5,000
527
$10K ﹤0.01%
500
528
$10K ﹤0.01%
4,482
529
$9K ﹤0.01%
2,380
-3,338
530
$9K ﹤0.01%
110
531
$9K ﹤0.01%
325
532
$9K ﹤0.01%
977
533
$9K ﹤0.01%
249
-492
534
$8K ﹤0.01%
37
535
$8K ﹤0.01%
550
536
$8K ﹤0.01%
178
537
$8K ﹤0.01%
145
538
$8K ﹤0.01%
1,256
539
$8K ﹤0.01%
480
540
$7K ﹤0.01%
150
-134
541
$7K ﹤0.01%
57
542
$7K ﹤0.01%
50
543
$7K ﹤0.01%
536
544
$6K ﹤0.01%
200
545
$6K ﹤0.01%
2,592
-26
546
$6K ﹤0.01%
120
547
$6K ﹤0.01%
2,000
548
$6K ﹤0.01%
225
549
$6K ﹤0.01%
50
550
$6K ﹤0.01%
80
20 21
22
23 24