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
551
$2.04K ﹤0.01%
20
552
$2.04K ﹤0.01%
13
-8
553
$2.04K ﹤0.01%
50
554
$1.91K ﹤0.01%
50
555
$1.58K ﹤0.01%
19
556
$1.56K ﹤0.01%
23
557
$1.48K ﹤0.01%
530
558
$1.43K ﹤0.01%
213
559
$1.42K ﹤0.01%
135
560
$1.37K ﹤0.01%
+20
561
$1.26K ﹤0.01%
30
-10
562
$1.24K ﹤0.01%
35
563
$1.21K ﹤0.01%
1,000
564
$1.11K ﹤0.01%
273
-228
565
$912 ﹤0.01%
54
566
$894 ﹤0.01%
200
567
$662 ﹤0.01%
3,000
568
$359 ﹤0.01%
7
569
$222 ﹤0.01%
12
570
$193 ﹤0.01%
8
571
$110 ﹤0.01%
4
572
$110 ﹤0.01%
250
573
$41 ﹤0.01%
3
574
$19 ﹤0.01%
2
575
$9 ﹤0.01%
2
21 22
23
24 25