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
$9.75B
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
701
– –
-94
702
– –
-384
703
– –
-32
704
– –
-38
705
– –
-2,780
706
– –
-5
707
– –
-457
708
– –
-235
709
– –
-1,403
710
$0 ﹤0.01%
65
711
– –
-162
712
– –
-137
713
– –
-517
714
– –
-383
715
– –
-11
716
– –
-331
717
– –
-140
718
$0 ﹤0.01%
2
719
– –
-772
720
– –
-393
721
– –
-69
722
– –
-672
723
– –
-55
724
– –
-43
725
– –
-13,765
26 27 28
29
30