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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
$7.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.7M
3
+$13.6M
4
MRK icon
Merck
MRK
+$12.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.3M

Top Sells

1
+$63.7M
2
+$17.4M
3
+$12.4M
4
RTX icon
RTX Corp
RTX
+$7.86M
5
HDB icon
HDFC Bank
HDB
+$7.85M

Sector Composition

1 Technology 34.42%
2 Healthcare 17.45%
3 Financials 11.43%
4 Consumer Discretionary 11.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$0 ﹤0.01%
3
627
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-2,500
628
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-500
629
$0 ﹤0.01%
417
630
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631
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-1,700
632
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-600
633
$0 ﹤0.01%
100
634
$0 ﹤0.01%
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635
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636
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638
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639
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-3,510
640
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641
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-500
642
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643
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-15,700
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648
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650
$0 ﹤0.01%
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24 25
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