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
$10.1B
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$13.6M
3
+$11M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.23M

Top Sells

1
+$19.8M
2
+$13.2M
3
+$10.3M
4
PYPL icon
PayPal
PYPL
+$9.75M
5
MSFT icon
Microsoft
MSFT
+$9.65M

Sector Composition

1 Technology 38.51%
2 Healthcare 17.03%
3 Consumer Discretionary 10.46%
4 Financials 10.36%
5 Communication Services 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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