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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
601
$10K ﹤0.01%
88
602
$10K ﹤0.01%
+100
603
$10K ﹤0.01%
94
604
$10K ﹤0.01%
393
605
$10K ﹤0.01%
101
606
$10K ﹤0.01%
665
607
$10K ﹤0.01%
517
608
$9K ﹤0.01%
85
+45
609
$9K ﹤0.01%
35
610
$9K ﹤0.01%
50
611
$9K ﹤0.01%
480
612
$9K ﹤0.01%
178
613
$9K ﹤0.01%
+70
614
$9K ﹤0.01%
1,523
-43
615
$9K ﹤0.01%
292
616
$9K ﹤0.01%
1,100
617
$9K ﹤0.01%
500
618
$9K ﹤0.01%
357
619
$9K ﹤0.01%
57
+1
620
$9K ﹤0.01%
157
621
$9K ﹤0.01%
+200
622
$8K ﹤0.01%
86
623
$8K ﹤0.01%
58
624
$8K ﹤0.01%
42
625
$8K ﹤0.01%
45
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