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
$9.75B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$16.5M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.03M
5
WEX icon
WEX
WEX
+$4.66M

Top Sells

1
+$14.8M
2
+$11.9M
3
+$9.98M
4
ECL icon
Ecolab
ECL
+$9.69M
5
HDB icon
HDFC Bank
HDB
+$9.12M

Sector Composition

1 Technology 34.19%
2 Healthcare 19.81%
3 Financials 11.39%
4 Consumer Discretionary 10.23%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
45
577
$6K ﹤0.01%
1,000
578
$6K ﹤0.01%
45
579
$6K ﹤0.01%
45
580
$6K ﹤0.01%
100
-496
581
$6K ﹤0.01%
33
582
$6K ﹤0.01%
1,013
-510
583
$6K ﹤0.01%
40
-38
584
$5K ﹤0.01%
480
585
$5K ﹤0.01%
49
586
$5K ﹤0.01%
397
587
$5K ﹤0.01%
165
-370
588
$5K ﹤0.01%
98
589
$5K ﹤0.01%
+43
590
$5K ﹤0.01%
200
591
$5K ﹤0.01%
80
592
$5K ﹤0.01%
170
593
$5K ﹤0.01%
69
594
$4K ﹤0.01%
85
595
$4K ﹤0.01%
40
596
$4K ﹤0.01%
60
597
$4K ﹤0.01%
200
598
$4K ﹤0.01%
50
599
$4K ﹤0.01%
69
600
$4K ﹤0.01%
200
22 23
24
25 26