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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.87M
3
+$5.17M
4
ADBE icon
Adobe
ADBE
+$4.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$11.1M
2
+$7.75M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.8M
5
RTX icon
RTX Corp
RTX
+$3.19M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
+4
702
$1K ﹤0.01%
+41
703
$1K ﹤0.01%
+29
704
$1K ﹤0.01%
+17
705
$1K ﹤0.01%
+9
706
$1K ﹤0.01%
13
-3
707
$1K ﹤0.01%
+21
708
$1K ﹤0.01%
+19
709
$1K ﹤0.01%
+58
710
$1K ﹤0.01%
+33
711
$1K ﹤0.01%
+7
712
$1K ﹤0.01%
+12
713
$1K ﹤0.01%
+33
714
$1K ﹤0.01%
+5
715
$1K ﹤0.01%
+23
716
$1K ﹤0.01%
+62
717
$1K ﹤0.01%
+70
718
$1K ﹤0.01%
+36
719
$1K ﹤0.01%
+31
720
$1K ﹤0.01%
+13
721
$1K ﹤0.01%
+70
722
$1K ﹤0.01%
15
-29
723
$1K ﹤0.01%
+6
724
$1K ﹤0.01%
+84
725
$1K ﹤0.01%
+24
27 28
29
30 31