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
$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%
+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%
+225
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
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738
$5K ﹤0.01%
+41
739
$5K ﹤0.01%
+217
740
$5K ﹤0.01%
+408
741
$5K ﹤0.01%
+155
742
$5K ﹤0.01%
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743
$5K ﹤0.01%
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744
$5K ﹤0.01%
+59
745
$5K ﹤0.01%
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746
$5K ﹤0.01%
+259
747
$5K ﹤0.01%
+142
748
$5K ﹤0.01%
+113
749
$5K ﹤0.01%
+7
750
$5K ﹤0.01%
+103
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