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
$8.14B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.81M
3
+$5.11M
4
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M
5
WEX icon
WEX
WEX
+$4.25M

Top Sells

1
+$17.5M
2
+$15.7M
3
+$7.74M
4
DIS icon
Walt Disney
DIS
+$6.51M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$6.31M

Sector Composition

1 Technology 33.71%
2 Healthcare 20.48%
3 Financials 11.22%
4 Consumer Discretionary 9.54%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+20
602
$2K ﹤0.01%
+36
603
$2K ﹤0.01%
501
604
$2K ﹤0.01%
35
605
$2K ﹤0.01%
200
606
$2K ﹤0.01%
30
607
$2K ﹤0.01%
45
608
$2K ﹤0.01%
23
+7
609
$2K ﹤0.01%
+142
610
$2K ﹤0.01%
37
-13
611
$2K ﹤0.01%
+100
612
$2K ﹤0.01%
40
-160
613
$2K ﹤0.01%
200
614
$2K ﹤0.01%
50
615
$2K ﹤0.01%
100
616
$2K ﹤0.01%
155
617
$2K ﹤0.01%
530
618
$1K ﹤0.01%
200
619
$1K ﹤0.01%
54
620
$1K ﹤0.01%
19
-1,436
621
$1K ﹤0.01%
+8
622
$1K ﹤0.01%
+11
623
– –
-10
624
$0 ﹤0.01%
2
625
$0 ﹤0.01%
50
-35
23 24
25
26 27