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
$11.6B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$8.82M
3
+$8.78M
4
SNPS icon
Synopsys
SNPS
+$7.97M
5
DKS icon
Dick's Sporting Goods
DKS
+$3.26M

Top Sells

1
+$10.2M
2
+$9.49M
3
+$7M
4
MSFT icon
Microsoft
MSFT
+$6.29M
5
EOG icon
EOG Resources
EOG
+$5.55M

Sector Composition

1 Technology 38.56%
2 Healthcare 16.29%
3 Consumer Discretionary 11.3%
4 Financials 10.86%
5 Communication Services 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$367 ﹤0.01%
10
552
$364 ﹤0.01%
3
-55
553
$324 ﹤0.01%
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554
$263 ﹤0.01%
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-8
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$205 ﹤0.01%
105
556
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557
$151 ﹤0.01%
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558
$107 ﹤0.01%
7
559
$59 ﹤0.01%
3
560
$28 ﹤0.01%
4
561
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562
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563
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569
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