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
$9.75B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$15.7M
3
+$11.3M
4
PYPL icon
PayPal
PYPL
+$10.4M
5
WEX icon
WEX
WEX
+$4.26M

Top Sells

1
+$14.3M
2
+$12.7M
3
+$11M
4
ECL icon
Ecolab
ECL
+$10.3M
5
HDB icon
HDFC Bank
HDB
+$9.66M

Sector Composition

1 Technology 34.19%
2 Healthcare 19.81%
3 Financials 11.39%
4 Consumer Discretionary 10.23%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
3,000
627
– –
0
628
$1K ﹤0.01%
400
629
$1K ﹤0.01%
123
630
$1K ﹤0.01%
70
631
– –
-150
632
– –
-100
633
– –
-38
634
– –
-1,659
635
– –
-83
636
– –
-200
637
– –
-35
638
$0 ﹤0.01%
8
639
– –
-72
640
– –
-139
641
– –
-665
642
– –
-319
643
$0 ﹤0.01%
2
644
– –
-86
645
– –
-101
646
– –
-300
647
– –
-229
648
– –
-307
649
– –
-58
650
– –
-2,200
24 25
26
27 28