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
551
$9K ﹤0.01%
96
552
$9K ﹤0.01%
+81
553
$9K ﹤0.01%
600
554
$9K ﹤0.01%
2,618
555
$8K ﹤0.01%
57
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480
557
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178
558
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141
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560
$8K ﹤0.01%
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561
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+153
562
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563
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100
573
$5K ﹤0.01%
1,013
574
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45
575
$5K ﹤0.01%
146
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