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
751
– –
-500
752
$0 ﹤0.01%
11
753
$0 ﹤0.01%
+500
754
– –
-250
755
$0 ﹤0.01%
22
756
– –
-2,355
757
– –
-2,000
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