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
$9.36B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.4M
3
+$8.53M
4
ASML icon
ASML
ASML
+$7.71M
5
PAYC icon
Paycom
PAYC
+$6.68M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.28M
5
DIS icon
Walt Disney
DIS
+$7.64M

Sector Composition

1 Technology 37.6%
2 Healthcare 18.75%
3 Financials 10.69%
4 Consumer Discretionary 10.29%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.33K ﹤0.01%
+50
577
$4.23K ﹤0.01%
67
578
$4.16K ﹤0.01%
1,000
579
$4.02K ﹤0.01%
20
+7
580
$3.99K ﹤0.01%
+300
581
$3.93K ﹤0.01%
20
582
$3.86K ﹤0.01%
60
+30
583
$3.82K ﹤0.01%
+101
584
$3.79K ﹤0.01%
+132
585
$3.77K ﹤0.01%
480
586
$3.71K ﹤0.01%
+17
587
$3.7K ﹤0.01%
+122
588
$3.47K ﹤0.01%
135
589
$3.33K ﹤0.01%
+197
590
$3.3K ﹤0.01%
+100
591
$3.22K ﹤0.01%
120
592
$3.2K ﹤0.01%
+22
593
$3.2K ﹤0.01%
50
594
$3.08K ﹤0.01%
306
-230
595
$3.06K ﹤0.01%
+16
596
$2.94K ﹤0.01%
1,000
597
$2.92K ﹤0.01%
+100
598
$2.77K ﹤0.01%
200
599
$2.76K ﹤0.01%
+12
600
$2.73K ﹤0.01%
1,206
22 23
24
25 26