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
$9.36B
AUM Growth
+$632M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$16.4M
3
+$8.53M
4
ASML icon
ASML
ASML
+$7.71M
5
PAYC icon
Paycom
PAYC
+$6.68M

Top Sells

1
+$15.8M
2
+$10.4M
3
+$9.27M
4
MSFT icon
Microsoft
MSFT
+$8.28M
5
DIS icon
Walt Disney
DIS
+$7.64M

Sector Composition

1 Technology 37.6%
2 Healthcare 18.75%
3 Financials 10.69%
4 Consumer Discretionary 10.29%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.8M 0.07%
65,670
+6,291
77
$6.51M 0.07%
31,381
+244
78
$6.27M 0.07%
23,758
-757
79
$5.76M 0.06%
29,353
+1,600
80
$5.11M 0.05%
19,530
-571
81
$5.05M 0.05%
29,326
+871
82
$5.03M 0.05%
33,751
-10,836
83
$4.96M 0.05%
67,751
-28,001
84
$4.76M 0.05%
21,605
-2,658
85
$4.73M 0.05%
20,840
+315
86
$4.72M 0.05%
38,004
-144
87
$4.45M 0.05%
84,909
-4,851
88
$4.13M 0.04%
24,680
-801
89
$4.05M 0.04%
78,293
-2,733
90
$4.05M 0.04%
9,993
+235
91
$3.77M 0.04%
33,677
-969
92
$3.76M 0.04%
8,472
+835
93
$3.46M 0.04%
58,952
-6,141
94
$3.37M 0.04%
52,730
-635
95
$3.34M 0.04%
45,024
-1,770
96
$3.15M 0.03%
+19,953
97
$3.13M 0.03%
93,726
-27,024
98
$3.13M 0.03%
+182,558
99
$3.07M 0.03%
11,154
+113
100
$3.06M 0.03%
8,936
-390
2 3
4
5 6