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
$9.75B
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
726
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727
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728
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729
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730
$0 ﹤0.01%
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731
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-772
732
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-393
733
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734
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735
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736
$0 ﹤0.01%
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737
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738
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739
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-13,765
740
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741
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742
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743
$0 ﹤0.01%
14
744
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-2,000
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