LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$17.4M
3
+$12.3M
4
GNRC icon
Generac Holdings
GNRC
+$11.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.9M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$13.2M
4
INTU icon
Intuit
INTU
+$9.73M
5
EOG icon
EOG Resources
EOG
+$8.22M

Sector Composition

1 Technology 35.36%
2 Healthcare 19.45%
3 Financials 10.95%
4 Consumer Discretionary 10.77%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
175
-44
577
$12K ﹤0.01%
+2,100
578
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27
579
$12K ﹤0.01%
496
580
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84
581
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582
$11K ﹤0.01%
130
-2,429
583
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584
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1,000
585
$11K ﹤0.01%
191
586
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587
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287
588
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50
589
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46
590
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384
591
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+75
592
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$10K ﹤0.01%
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595
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597
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187
598
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45
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+200
600
$10K ﹤0.01%
282
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