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
+$30.4M
2
+$16M
3
+$11.7M
4
TTD icon
Trade Desk
TTD
+$9.03M
5
CRM icon
Salesforce
CRM
+$7.87M

Top Sells

1
+$33.8M
2
+$21.4M
3
+$17.6M
4
CHD icon
Church & Dwight Co
CHD
+$14.7M
5
WBD icon
Warner Bros
WBD
+$10.7M

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%
27
-1,773
627
$2K ﹤0.01%
1,000
628
$2K ﹤0.01%
24
629
$1K ﹤0.01%
14
630
$1K ﹤0.01%
33
631
$1K ﹤0.01%
213
632
$1K ﹤0.01%
3,000
633
$1K ﹤0.01%
50
634
$1K ﹤0.01%
12
635
$1K ﹤0.01%
25
-25
636
$1K ﹤0.01%
+825
637
$1K ﹤0.01%
13
638
$1K ﹤0.01%
21
639
$1K ﹤0.01%
+106
640
$1K ﹤0.01%
72
641
$1K ﹤0.01%
6
642
$1K ﹤0.01%
19
-1,081
643
$1K ﹤0.01%
160
644
– –
-1,000
645
– –
-850
646
$0 ﹤0.01%
325
-5,875
647
$0 ﹤0.01%
12
648
$0 ﹤0.01%
+6
649
$0 ﹤0.01%
60
650
$0 ﹤0.01%
32
24 25
26
27 28