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
201
$466K 0.01%
3,815
202
$465K 0.01%
656
-52
203
$465K 0.01%
2,005
204
$461K 0.01%
15,650
-190
205
$458K 0.01%
6,950
206
$455K 0.01%
4,053
207
$453K 0.01%
965
+488
208
$448K 0.01%
1,276
-110
209
$435K 0.01%
18,111
210
$431K 0.01%
3,902
211
$420K 0.01%
2,249
+40
212
$417K 0.01%
8,325
213
$412K 0.01%
8,520
-95
214
$406K 0.01%
9,030
215
$403K 0.01%
6,227
-13
216
$399K ﹤0.01%
2,665
217
$399K ﹤0.01%
11,423
218
$399K ﹤0.01%
34,282
+8,290
219
$397K ﹤0.01%
9,925
220
$386K ﹤0.01%
3,013
221
$384K ﹤0.01%
21,345
222
$383K ﹤0.01%
1,155
223
$381K ﹤0.01%
3,775
224
$380K ﹤0.01%
12,830
225
$377K ﹤0.01%
12,320
-49
7 8
9
10 11