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
526
$12.7K ﹤0.01%
1,450
527
$12.4K ﹤0.01%
+573
528
$12.2K ﹤0.01%
37
529
$12.2K ﹤0.01%
+108
530
$12.1K ﹤0.01%
2,380
531
$12K ﹤0.01%
1,300
532
$11.6K ﹤0.01%
138
533
$11.2K ﹤0.01%
125
-125
534
$11K ﹤0.01%
30
535
$11K ﹤0.01%
100
536
$10.8K ﹤0.01%
275
537
$10.2K ﹤0.01%
178
538
$9.88K ﹤0.01%
+100
539
$9.8K ﹤0.01%
550
540
$9.62K ﹤0.01%
+264
541
$9.24K ﹤0.01%
141
-2,065
542
$9.08K ﹤0.01%
480
543
$9.05K ﹤0.01%
+592
544
$8.97K ﹤0.01%
145
545
$8.81K ﹤0.01%
38
546
$8.63K ﹤0.01%
150
547
$8.47K ﹤0.01%
+1,140
548
$8.14K ﹤0.01%
+151
549
$8.12K ﹤0.01%
500
550
$8.04K ﹤0.01%
1,019
20 21
22
23 24