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
$9.75B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.7M
3
+$11.3M
4
PYPL icon
PayPal
PYPL
+$10.4M
5
WEX icon
WEX
WEX
+$4.26M

Top Sells

1
+$14.3M
2
+$12.7M
3
+$11M
4
ECL icon
Ecolab
ECL
+$10.3M
5
HDB icon
HDFC Bank
HDB
+$9.66M

Sector Composition

1 Technology 34.19%
2 Healthcare 19.81%
3 Financials 11.39%
4 Consumer Discretionary 10.23%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
500
552
$10K ﹤0.01%
175
553
$10K ﹤0.01%
141
-104
554
$10K ﹤0.01%
480
555
$10K ﹤0.01%
97
556
$10K ﹤0.01%
88
557
$9K ﹤0.01%
200
558
$8K ﹤0.01%
50
559
$8K ﹤0.01%
191
560
$8K ﹤0.01%
227
561
$8K ﹤0.01%
70
562
$8K ﹤0.01%
120
-340
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$7K ﹤0.01%
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$7K ﹤0.01%
20
-200
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$7K ﹤0.01%
178
566
$7K ﹤0.01%
46
567
$7K ﹤0.01%
75
568
$7K ﹤0.01%
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569
$7K ﹤0.01%
225
570
$7K ﹤0.01%
35
571
$6K ﹤0.01%
1,000
572
$6K ﹤0.01%
45
573
$6K ﹤0.01%
45
574
$6K ﹤0.01%
100
-496
575
$6K ﹤0.01%
33
21 22
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