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
+$40.7M
2
+$38.3M
3
+$32.9M
4
NOW icon
ServiceNow
NOW
+$23.9M
5
IQV icon
IQVIA
IQV
+$10.6M

Top Sells

1
+$58.8M
2
+$28.7M
3
+$13.9M
4
TJX icon
TJX Companies
TJX
+$13.6M
5
PAYC icon
Paycom
PAYC
+$12.2M

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%
+55
727
$6K ﹤0.01%
+56
728
$6K ﹤0.01%
+217
729
$6K ﹤0.01%
+137
730
$6K ﹤0.01%
+59
731
$5K ﹤0.01%
+200
732
$5K ﹤0.01%
+144
733
$5K ﹤0.01%
+75
734
$5K ﹤0.01%
+36
735
$5K ﹤0.01%
+155
736
$5K ﹤0.01%
+407
737
$5K ﹤0.01%
+41
738
$5K ﹤0.01%
+217
739
$5K ﹤0.01%
+408
740
$5K ﹤0.01%
+155
741
$5K ﹤0.01%
+32
742
$5K ﹤0.01%
+541
743
$5K ﹤0.01%
+59
744
$5K ﹤0.01%
+26
745
$5K ﹤0.01%
+259
746
$5K ﹤0.01%
+142
747
$5K ﹤0.01%
+113
748
$5K ﹤0.01%
+7
749
$5K ﹤0.01%
+103
750
$5K ﹤0.01%
+250
28 29
30
31 32