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
$5.53B
AUM Growth
-$788M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$20.7M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$14.4M
5
WEX icon
WEX
WEX
+$13.8M

Top Sells

1
+$17.1M
2
+$13.9M
3
+$10.7M
4
RTX icon
RTX Corp
RTX
+$6.58M
5
TJX icon
TJX Companies
TJX
+$5.77M

Sector Composition

1 Technology 29.63%
2 Healthcare 18.25%
3 Financials 10.8%
4 Consumer Discretionary 9.75%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
12
727
$0 ﹤0.01%
22
728
$0 ﹤0.01%
13
729
– –
0
730
– –
-1,200
731
– –
-1,375
732
– –
-6,766
733
$0 ﹤0.01%
18
734
$0 ﹤0.01%
10
735
– –
-1,500
736
– –
-445
737
$0 ﹤0.01%
51
-51
738
$0 ﹤0.01%
21
739
– –
-140
740
$0 ﹤0.01%
10
741
$0 ﹤0.01%
21
742
– –
-1,300
743
– –
-440
744
– –
-26
745
– –
-17,781
746
– –
-61
747
– –
-13,899
748
– –
-3,135
749
– –
-88
750
– –
-514
27 28 29
30
31