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
151
$1.06M 0.01%
15,323
+5,250
152
$1.06M 0.01%
25,460
-2,089
153
$1.01M 0.01%
5,779
-470
154
$996K 0.01%
26,800
-366
155
$918K 0.01%
5,122
-28
156
$893K 0.01%
6,287
+4,777
157
$883K 0.01%
745
-10
158
$882K 0.01%
22,000
-8,948
159
$876K 0.01%
9,691
-400
160
$872K 0.01%
323
161
$832K 0.01%
8,245
-625
162
$828K 0.01%
1,056
+25
163
$819K 0.01%
3,955
+1,725
164
$809K 0.01%
4,437
-1,118
165
$800K 0.01%
4,442
166
$771K 0.01%
2,216
-395
167
$759K 0.01%
2,025
+75
168
$755K 0.01%
12,147
169
$750K 0.01%
4,007
170
$722K 0.01%
16,400
+750
171
$710K 0.01%
5,403
+403
172
$709K 0.01%
6,227
173
$703K 0.01%
2,486
+2,431
174
$701K 0.01%
7,039
+1,177
175
$701K 0.01%
20,008
+95
5 6
7
8 9