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
726
$6K ﹤0.01%
+28
727
$6K ﹤0.01%
+1,138
728
$6K ﹤0.01%
+50
729
$6K ﹤0.01%
+443
730
$6K ﹤0.01%
+29
731
$5K ﹤0.01%
+144
732
$5K ﹤0.01%
+75
733
$5K ﹤0.01%
+36
734
$5K ﹤0.01%
+155
735
$5K ﹤0.01%
+407
736
$5K ﹤0.01%
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737
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738
$5K ﹤0.01%
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739
$5K ﹤0.01%
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740
$5K ﹤0.01%
+32
741
$5K ﹤0.01%
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742
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743
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745
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746
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747
$5K ﹤0.01%
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748
$5K ﹤0.01%
+103
749
$5K ﹤0.01%
+250
750
$5K ﹤0.01%
+69
28 29
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