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
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$14.1M
3
+$9.94M
4
ADBE icon
Adobe
ADBE
+$6.79M
5
TTD icon
Trade Desk
TTD
+$6.74M

Top Sells

1
+$17M
2
+$13.3M
3
+$11.9M
4
WEX icon
WEX
WEX
+$9.88M
5
MA icon
Mastercard
MA
+$8.14M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
2,000
-8,860
627
$2K ﹤0.01%
27
-1,773
628
$2K ﹤0.01%
1,000
629
$1K ﹤0.01%
14
630
$1K ﹤0.01%
72
631
$1K ﹤0.01%
6
632
$1K ﹤0.01%
19
-1,081
633
$1K ﹤0.01%
33
634
$1K ﹤0.01%
213
635
$1K ﹤0.01%
3,000
636
$1K ﹤0.01%
50
637
$1K ﹤0.01%
12
638
$1K ﹤0.01%
25
-25
639
$1K ﹤0.01%
160
640
$1K ﹤0.01%
+825
641
$1K ﹤0.01%
13
642
$1K ﹤0.01%
21
643
$1K ﹤0.01%
+106
644
$0 ﹤0.01%
500
645
– –
-11
646
– –
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647
– –
-600
648
– –
-9,000
649
$0 ﹤0.01%
+100
650
– –
-2,000
24 25
26
27 28