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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
$8.14B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5.81M
3
+$5.11M
4
ORLY icon
O'Reilly Automotive
ORLY
+$4.46M
5
WEX icon
WEX
WEX
+$4.25M

Top Sells

1
+$17.5M
2
+$15.7M
3
+$7.74M
4
DIS icon
Walt Disney
DIS
+$6.51M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$6.31M

Sector Composition

1 Technology 33.71%
2 Healthcare 20.48%
3 Financials 11.22%
4 Consumer Discretionary 9.54%
5 Communication Services 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-4,311
652
$0 ﹤0.01%
3,000
653
– –
-69
654
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-448
655
– –
-40
656
– –
-66
657
– –
0
658
$0 ﹤0.01%
+28
659
$0 ﹤0.01%
48
-17
660
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661
$0 ﹤0.01%
+25
662
$0 ﹤0.01%
2
663
– –
-70
664
$0 ﹤0.01%
+18
665
– –
-45
666
$0 ﹤0.01%
8
667
– –
-118
668
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-3,750
669
$0 ﹤0.01%
19
-172
670
$0 ﹤0.01%
12
671
– –
-223
672
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673
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674
– –
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675
– –
-3,598
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