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
826
$3K ﹤0.01%
+13
827
$3K ﹤0.01%
+19
828
$3K ﹤0.01%
+50
829
$3K ﹤0.01%
+65
830
$3K ﹤0.01%
+32
831
$3K ﹤0.01%
+44
832
$3K ﹤0.01%
+54
833
$2K ﹤0.01%
+37
834
$2K ﹤0.01%
+24
835
$2K ﹤0.01%
+119
836
$2K ﹤0.01%
+51
837
$2K ﹤0.01%
+3
838
$2K ﹤0.01%
+8
839
$2K ﹤0.01%
+34
840
$2K ﹤0.01%
+18
841
$2K ﹤0.01%
+26
842
$2K ﹤0.01%
+17
843
$2K ﹤0.01%
+58
844
$2K ﹤0.01%
+29
845
$2K ﹤0.01%
+10
846
$2K ﹤0.01%
+34
847
$2K ﹤0.01%
+20
848
$2K ﹤0.01%
+10
849
$2K ﹤0.01%
+29
850
$2K ﹤0.01%
+3
32 33
34
35 36