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
$8.08B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$2.77M
3
+$2.74M
4
ASML icon
ASML
ASML
+$2.44M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.02M

Top Sells

1
+$19.4M
2
+$15.4M
3
+$11.2M
4
PYPL icon
PayPal
PYPL
+$9.84M
5
NOW icon
ServiceNow
NOW
+$9.5M

Sector Composition

1 Technology 33.68%
2 Healthcare 21.34%
3 Financials 11.54%
4 Consumer Discretionary 10.52%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.02%
4,148
-145
127
$1.48M 0.02%
8,327
+40
128
$1.48M 0.02%
21,898
129
$1.44M 0.02%
9,462
+722
130
$1.43M 0.02%
3,730
-100
131
$1.43M 0.02%
16,628
-800
132
$1.41M 0.02%
7,188
-144
133
$1.38M 0.02%
35,730
-15,534
134
$1.35M 0.02%
13,478
-3,163
135
$1.33M 0.02%
3,984
-762
136
$1.32M 0.02%
915
137
$1.32M 0.02%
39,772
-9,588
138
$1.29M 0.02%
24,717
-13
139
$1.28M 0.02%
7,734
-600
140
$1.24M 0.02%
6,484
141
$1.2M 0.01%
34,219
-5,133
142
$1.18M 0.01%
3,607
-71
143
$1.16M 0.01%
17,332
144
$1.15M 0.01%
20,610
-140
145
$1.14M 0.01%
3,535
146
$1.13M 0.01%
16,000
147
$1.11M 0.01%
28,263
-154
148
$1.07M 0.01%
16,256
149
$1.01M 0.01%
20,777
+1,509
150
$964K 0.01%
5,546
-600
4 5
6
7 8