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
$10.9B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$17.4M
3
+$12.3M
4
GNRC icon
Generac Holdings
GNRC
+$11.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.9M

Top Sells

1
+$18.2M
2
+$15.9M
3
+$13.2M
4
INTU icon
Intuit
INTU
+$9.73M
5
EOG icon
EOG Resources
EOG
+$8.22M

Sector Composition

1 Technology 35.36%
2 Healthcare 19.45%
3 Financials 10.95%
4 Consumer Discretionary 10.77%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
46
627
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12
628
$8K ﹤0.01%
227
629
$8K ﹤0.01%
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630
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631
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+200
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83
637
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638
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+101
639
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2,659
+41
640
$7K ﹤0.01%
142
641
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137
642
$7K ﹤0.01%
480
643
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$6K ﹤0.01%
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646
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397
647
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25
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648
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69
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649
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200
650
$5K ﹤0.01%
200
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