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
$5.97B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$16M
3
+$11.7M
4
TTD icon
Trade Desk
TTD
+$9.03M
5
CRM icon
Salesforce
CRM
+$7.87M

Top Sells

1
+$33.8M
2
+$21.4M
3
+$17.6M
4
CHD icon
Church & Dwight Co
CHD
+$14.7M
5
WBD icon
Warner Bros
WBD
+$10.7M

Sector Composition

1 Technology 33.12%
2 Healthcare 17.77%
3 Financials 11.68%
4 Consumer Discretionary 11.17%
5 Communication Services 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$686K 0.01%
22,800
-9,380
152
$679K 0.01%
15,700
153
$673K 0.01%
2,700
+1,399
154
$654K 0.01%
18,989
-2,628
155
$651K 0.01%
12,038
156
$647K 0.01%
12,043
-1,514
157
$647K 0.01%
8,577
-840
158
$646K 0.01%
3,647
159
$630K 0.01%
5,637
-195
160
$628K 0.01%
2,390
+100
161
$617K 0.01%
5,407
-1,970
162
$615K 0.01%
4,435
-240
163
$610K 0.01%
29,693
-17,022
164
$598K 0.01%
4,913
-53
165
$593K 0.01%
20,272
-440
166
$581K 0.01%
10,210
167
$555K 0.01%
5,803
-1,000
168
$548K 0.01%
3,822
+150
169
$525K 0.01%
760
-185
170
$524K 0.01%
2,477
171
$517K 0.01%
16,000
172
$516K 0.01%
7,930
+615
173
$500K 0.01%
3,377
-105
174
$481K 0.01%
6,666
175
$476K 0.01%
+9,770
5 6
7
8 9