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
201
$526K 0.01%
4,120
+28
202
$514K 0.01%
3,815
203
$510K 0.01%
3,695
204
$507K 0.01%
2,665
205
$504K 0.01%
1,105
+71
206
$504K 0.01%
19,902
+16,902
207
$497K 0.01%
17,447
208
$493K 0.01%
2,005
209
$489K 0.01%
8,995
-11,050
210
$487K 0.01%
6,975
-27
211
$483K 0.01%
+3,226
212
$480K 0.01%
12,894
-2,670
213
$474K 0.01%
2,318
+28
214
$473K 0.01%
+10,955
215
$473K 0.01%
5,853
+1,900
216
$468K 0.01%
5,597
-3,843
217
$462K ﹤0.01%
+22,101
218
$447K ﹤0.01%
3,966
+64
219
$444K ﹤0.01%
5,104
220
$441K ﹤0.01%
6,233
221
$433K ﹤0.01%
+7,263
222
$432K ﹤0.01%
+5,323
223
$419K ﹤0.01%
4,396
+814
224
$415K ﹤0.01%
6,502
+6,202
225
$403K ﹤0.01%
6,116
+4,679
7 8
9
10 11