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
151
$941K 0.01%
10,097
-16
152
$932K 0.01%
22,566
153
$931K 0.01%
9,695
-11
154
$924K 0.01%
6,251
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155
$923K 0.01%
6,433
156
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10,045
157
$880K 0.01%
13,402
158
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5,790
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159
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160
$858K 0.01%
18,768
-1,922
161
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22,947
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162
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163
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10,567
164
$802K 0.01%
2,419
165
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5,190
166
$746K 0.01%
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167
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169
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174
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2,472
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175
$682K 0.01%
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