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
126
$1.57M 0.02%
11,713
-977
127
$1.51M 0.02%
+10,314
128
$1.5M 0.02%
9,519
+858
129
$1.49M 0.02%
6,153
-1,380
130
$1.46M 0.02%
16,000
131
$1.45M 0.02%
7,727
-7
132
$1.43M 0.02%
7,411
+116
133
$1.42M 0.02%
3,722
-35
134
$1.42M 0.02%
6,710
+208
135
$1.41M 0.02%
18,418
-510
136
$1.41M 0.02%
4,845
137
$1.4M 0.02%
1,071
+356
138
$1.38M 0.01%
27,570
139
$1.37M 0.01%
7,894
-300
140
$1.36M 0.01%
10,305
-272
141
$1.35M 0.01%
+22,388
142
$1.35M 0.01%
9,601
-1,608
143
$1.3M 0.01%
9,106
144
$1.28M 0.01%
22,681
+1,705
145
$1.26M 0.01%
17,332
146
$1.18M 0.01%
2,835
-700
147
$1.13M 0.01%
6,400
-33
148
$1.12M 0.01%
38,865
-907
149
$1.07M 0.01%
16,056
-200
150
$1.07M 0.01%
13,827
4 5
6
7 8