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
601
$2.71K ﹤0.01%
+26
602
$2.69K ﹤0.01%
10
603
$2.35K ﹤0.01%
50
604
$2.33K ﹤0.01%
95
605
$2.26K ﹤0.01%
300
606
$2.22K ﹤0.01%
+29
607
$2.06K ﹤0.01%
+45
608
$1.94K ﹤0.01%
+50
609
$1.83K ﹤0.01%
397
610
$1.79K ﹤0.01%
4,482
611
$1.38K ﹤0.01%
20
612
$1.15K ﹤0.01%
17
-163
613
$1.14K ﹤0.01%
213
614
$980 ﹤0.01%
2,000
615
$928 ﹤0.01%
273
616
$924 ﹤0.01%
+18
617
$859 ﹤0.01%
54
618
$720 ﹤0.01%
3,000
619
$331 ﹤0.01%
7
620
$291 ﹤0.01%
12
621
$201 ﹤0.01%
8
622
$173 ﹤0.01%
+7
623
$126 ﹤0.01%
33
624
$108 ﹤0.01%
4
625
$35 ﹤0.01%
3
23 24
25
26 27