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
$7.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.7M
3
+$13.6M
4
MRK icon
Merck
MRK
+$12.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Top Sells

1
+$63.7M
2
+$17.4M
3
+$12.4M
4
RTX icon
RTX Corp
RTX
+$7.86M
5
HDB icon
HDFC Bank
HDB
+$7.85M

Sector Composition

1 Technology 34.42%
2 Healthcare 17.45%
3 Financials 11.43%
4 Consumer Discretionary 11.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
54
577
$1K ﹤0.01%
15
-270
578
$1K ﹤0.01%
25
579
$1K ﹤0.01%
22
580
$1K ﹤0.01%
13
581
$1K ﹤0.01%
21
582
– –
-200
583
$0 ﹤0.01%
325
584
$0 ﹤0.01%
2
585
– –
-3,500
586
– –
-7,537
587
– –
-784
588
– –
-1,250
589
– –
-300
590
– –
-895
591
– –
-6
592
– –
-56
593
$0 ﹤0.01%
60
594
$0 ﹤0.01%
32
595
– –
-501
596
– –
-1,015
597
– –
-600
598
– –
-352
599
– –
-1,820
600
– –
-2,000
22 23
24
25 26