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
551
$7.96K ﹤0.01%
45
552
$7.82K ﹤0.01%
50
553
$7.6K ﹤0.01%
100
554
$7.59K ﹤0.01%
950
555
$7.59K ﹤0.01%
66
556
$7.42K ﹤0.01%
+70
557
$7.33K ﹤0.01%
850
558
$7.12K ﹤0.01%
80
559
$6.88K ﹤0.01%
530
560
$6.74K ﹤0.01%
200
561
$6.66K ﹤0.01%
100
562
$6.36K ﹤0.01%
129
-16,896
563
$6.16K ﹤0.01%
225
564
$6.15K ﹤0.01%
12,820
565
$6K ﹤0.01%
150
566
$5.82K ﹤0.01%
45
567
$5.33K ﹤0.01%
200
568
$5.31K ﹤0.01%
+200
569
$5.26K ﹤0.01%
353
570
$5.2K ﹤0.01%
112
571
$5.17K ﹤0.01%
+300
572
$5.04K ﹤0.01%
+34
573
$4.92K ﹤0.01%
+45
574
$4.82K ﹤0.01%
+44
575
$4.74K ﹤0.01%
400
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