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
526
$5.86K ﹤0.01%
45
527
$5.76K ﹤0.01%
+34
528
$5.73K ﹤0.01%
1,010
-2,920
529
$5.59K ﹤0.01%
112
530
$5.48K ﹤0.01%
80
531
$5.36K ﹤0.01%
2,000
532
$5.35K ﹤0.01%
135
533
$5.15K ﹤0.01%
353
-298
534
$4.81K ﹤0.01%
25
+15
535
$4.79K ﹤0.01%
165
536
$4.64K ﹤0.01%
1,000
537
$4.48K ﹤0.01%
200
538
$4.14K ﹤0.01%
500
539
$3.65K ﹤0.01%
60
-565
540
$3.58K ﹤0.01%
400
541
$3.35K ﹤0.01%
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542
$3.27K ﹤0.01%
480
543
$3.25K ﹤0.01%
69
544
$3.17K ﹤0.01%
70
545
$2.85K ﹤0.01%
20
546
$2.83K ﹤0.01%
10
547
$2.81K ﹤0.01%
95
548
$2.3K ﹤0.01%
142
549
$2.19K ﹤0.01%
397
550
$2.14K ﹤0.01%
75
20 21
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