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
926
$1K ﹤0.01%
+9
927
$1K ﹤0.01%
+58
928
$1K ﹤0.01%
+9
929
$1K ﹤0.01%
+17
930
$1K ﹤0.01%
+13
931
$1K ﹤0.01%
+3,000
932
$1K ﹤0.01%
+32
933
$1K ﹤0.01%
+26
934
$1K ﹤0.01%
+7
935
$1K ﹤0.01%
+25
936
$1K ﹤0.01%
+51
937
$1K ﹤0.01%
+8
938
$1K ﹤0.01%
+58
939
$1K ﹤0.01%
+83
940
$1K ﹤0.01%
+219
941
$1K ﹤0.01%
+11
942
$1K ﹤0.01%
+26
943
$0 ﹤0.01%
+2
944
$0 ﹤0.01%
+43
945
$0 ﹤0.01%
+7
946
$0 ﹤0.01%
+15
947
$0 ﹤0.01%
+8
948
$0 ﹤0.01%
+12
949
$0 ﹤0.01%
+50
950
$0 ﹤0.01%
+4
35 36 37
38
39