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
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16M
3
+$11.7M
4
TTD icon
Trade Desk
TTD
+$9.03M
5
CRM icon
Salesforce
CRM
+$7.87M

Top Sells

1
+$33.8M
2
+$21.4M
3
+$17.6M
4
CHD icon
Church & Dwight Co
CHD
+$14.7M
5
WBD icon
Warner Bros
WBD
+$10.7M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5K ﹤0.01%
80
577
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578
$5K ﹤0.01%
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579
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1,000
580
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+930
581
$5K ﹤0.01%
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582
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562
583
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584
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585
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40
586
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+35
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592
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3,195
596
$4K ﹤0.01%
450
597
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+1,295
598
$4K ﹤0.01%
50
-150
599
$4K ﹤0.01%
+1,820
600
$4K ﹤0.01%
200
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