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
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.4M
3
+$21.8M
4
AMZN icon
Amazon
AMZN
+$14.5M
5
IQV icon
IQVIA
IQV
+$8.35M

Top Sells

1
+$44.3M
2
+$19.9M
3
+$17.4M
4
ADP icon
Automatic Data Processing
ADP
+$8.18M
5
JKHY icon
Jack Henry & Associates
JKHY
+$7.29M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
109
-63
627
$8K ﹤0.01%
517
628
$8K ﹤0.01%
112
-43
629
$7K ﹤0.01%
86
630
$7K ﹤0.01%
58
631
$7K ﹤0.01%
29
632
$7K ﹤0.01%
45
633
$7K ﹤0.01%
83
-101
634
$7K ﹤0.01%
80
+72
635
$7K ﹤0.01%
46
-47
636
$7K ﹤0.01%
353
+341
637
$6K ﹤0.01%
28
638
$6K ﹤0.01%
209
639
$6K ﹤0.01%
42
640
$6K ﹤0.01%
25
641
$6K ﹤0.01%
200
642
$6K ﹤0.01%
83
643
$6K ﹤0.01%
30
644
$6K ﹤0.01%
48
-1,700
645
$6K ﹤0.01%
227
646
$6K ﹤0.01%
180
-32
647
$6K ﹤0.01%
95
648
$6K ﹤0.01%
55
649
$6K ﹤0.01%
142
650
$6K ﹤0.01%
137
24 25
26
27 28