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
$9.87B
AUM Growth
+$834M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$35.8M
3
+$30.5M
4
NOW icon
ServiceNow
NOW
+$22.1M
5
IQV icon
IQVIA
IQV
+$10.1M

Top Sells

1
+$59.4M
2
+$29M
3
+$14.7M
4
TJX icon
TJX Companies
TJX
+$13.8M
5
PAYC icon
Paycom
PAYC
+$11.9M

Sector Composition

1 Technology 34.28%
2 Healthcare 18.59%
3 Financials 12.46%
4 Consumer Discretionary 10.94%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
+120
652
$9K ﹤0.01%
+500
653
$9K ﹤0.01%
+403
654
$9K ﹤0.01%
+616
655
$9K ﹤0.01%
+162
656
$9K ﹤0.01%
+1,043
657
$9K ﹤0.01%
+393
658
$9K ﹤0.01%
+665
659
$9K ﹤0.01%
+156
660
$9K ﹤0.01%
+55
661
$8K ﹤0.01%
+209
662
$8K ﹤0.01%
+368
663
$8K ﹤0.01%
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664
$8K ﹤0.01%
+288
665
$8K ﹤0.01%
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666
$8K ﹤0.01%
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667
$8K ﹤0.01%
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669
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670
$8K ﹤0.01%
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672
$8K ﹤0.01%
+2,975
673
$8K ﹤0.01%
+195
674
$8K ﹤0.01%
+1,510
675
$8K ﹤0.01%
+88
25 26
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