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
101
$2.87M 0.03%
78,307
-3,313
102
$2.81M 0.03%
93,960
-2,553
103
$2.8M 0.03%
23,989
+33
104
$2.73M 0.03%
5,698
-105
105
$2.7M 0.03%
30,977
106
$2.66M 0.03%
16,385
107
$2.59M 0.03%
5
108
$2.38M 0.03%
9,529
+8
109
$2.33M 0.02%
13,061
+4,534
110
$2.32M 0.02%
9,450
111
$2.23M 0.02%
30,069
+3,376
112
$2.19M 0.02%
4,678
+530
113
$2.17M 0.02%
25,362
-1,103
114
$2.03M 0.02%
38,074
-1,396
115
$2.01M 0.02%
5,450
-285
116
$1.95M 0.02%
34,036
-3,089
117
$1.91M 0.02%
6,709
-175
118
$1.84M 0.02%
3,832
+409
119
$1.8M 0.02%
4,505
120
$1.79M 0.02%
20,650
+70
121
$1.69M 0.02%
36,695
-9,472
122
$1.68M 0.02%
19,190
-481
123
$1.67M 0.02%
20,596
124
$1.66M 0.02%
4,137
+72
125
$1.58M 0.02%
3,555
-184
3 4
5
6 7