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
$10.9B
AUM Growth
+$798M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$27.8M
3
+$26.1M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$15.9M
5
PAYC icon
Paycom
PAYC
+$15.8M

Top Sells

1
+$11.2M
2
+$10.4M
3
+$9.05M
4
AAPL icon
Apple
AAPL
+$7.03M
5
NXPI icon
NXP Semiconductors
NXPI
+$6.63M

Sector Composition

1 Technology 40.18%
2 Healthcare 16.5%
3 Consumer Discretionary 10.28%
4 Financials 9.32%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-85
577
– –
-114
578
– –
-3,872
579
– –
-277
580
– –
-181
581
– –
-86
582
– –
-40
583
– –
-1,500
584
– –
-180
585
– –
-4,482
586
– –
-3,703
587
– –
-66
588
– –
-457
589
– –
-3
590
– –
-100
591
– –
-145
592
– –
-5,000
20 21 22 23
24