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
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.4M
3
+$21.8M
4
AMZN icon
Amazon
AMZN
+$14.5M
5
IQV icon
IQVIA
IQV
+$8.35M

Top Sells

1
+$44.3M
2
+$19.9M
3
+$17.4M
4
ADP icon
Automatic Data Processing
ADP
+$8.18M
5
JKHY icon
Jack Henry & Associates
JKHY
+$7.29M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K ﹤0.01%
200
577
$11K ﹤0.01%
163
578
$11K ﹤0.01%
200
579
$11K ﹤0.01%
292
-66
580
$11K ﹤0.01%
158
581
$11K ﹤0.01%
116
582
$10K ﹤0.01%
+1,000
583
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584
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585
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586
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587
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-25
588
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589
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-89
590
$10K ﹤0.01%
137
591
$10K ﹤0.01%
2,618
+26
592
$10K ﹤0.01%
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384
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500
596
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393
598
$10K ﹤0.01%
665
599
$10K ﹤0.01%
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600
$9K ﹤0.01%
101
22 23
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25 26