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
$8.93B
AUM Growth
-$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$23M
3
+$22.3M
4
FDS icon
Factset
FDS
+$16.4M
5
VEEV icon
Veeva Systems
VEEV
+$12.7M

Top Sells

1
+$27.5M
2
+$15M
3
+$12.4M
4
DIS icon
Walt Disney
DIS
+$10.5M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Technology 38.33%
2 Healthcare 16.32%
3 Consumer Discretionary 10.8%
4 Financials 10.77%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$352K ﹤0.01%
6,116
227
$340K ﹤0.01%
56,643
228
$335K ﹤0.01%
5,300
229
$335K ﹤0.01%
2,794
-100
230
$331K ﹤0.01%
9,214
-3,680
231
$331K ﹤0.01%
7,960
+2,300
232
$321K ﹤0.01%
5,600
-613
233
$321K ﹤0.01%
8,000
-4,880
234
$320K ﹤0.01%
3,396
-570
235
$315K ﹤0.01%
5,105
236
$308K ﹤0.01%
1,905
-60
237
$308K ﹤0.01%
6,157
-79
238
$308K ﹤0.01%
11,457
239
$305K ﹤0.01%
9,925
240
$303K ﹤0.01%
765
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241
$292K ﹤0.01%
14,000
-8,101
242
$290K ﹤0.01%
2,710
+1,090
243
$289K ﹤0.01%
7,131
-6,016
244
$286K ﹤0.01%
443
-24
245
$285K ﹤0.01%
+6,650
246
$285K ﹤0.01%
+6,240
247
$278K ﹤0.01%
4,334
248
$276K ﹤0.01%
2,825
-180
249
$275K ﹤0.01%
27,092
-8,680
250
$275K ﹤0.01%
15,000
8 9
10
11 12