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
$11.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.8M
3
+$9.22M
4
DKS icon
Dick's Sporting Goods
DKS
+$9.09M
5
VEEV icon
Veeva Systems
VEEV
+$8.73M

Top Sells

1
+$22.6M
2
+$10.7M
3
+$7.3M
4
PGR icon
Progressive
PGR
+$5.02M
5
TJX icon
TJX Companies
TJX
+$4.86M

Sector Composition

1 Technology 40.61%
2 Healthcare 15.23%
3 Consumer Discretionary 10.81%
4 Financials 10.75%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$391K ﹤0.01%
835
227
$390K ﹤0.01%
5,105
228
$383K ﹤0.01%
14,478
229
$377K ﹤0.01%
1,533
+1,449
230
$373K ﹤0.01%
3,700
231
$371K ﹤0.01%
5,000
232
$363K ﹤0.01%
1,857
-265
233
$348K ﹤0.01%
3,120
234
$345K ﹤0.01%
11,520
235
$341K ﹤0.01%
7,883
236
$334K ﹤0.01%
4,168
-216
237
$331K ﹤0.01%
744
+50
238
$330K ﹤0.01%
1,072
239
$327K ﹤0.01%
1,428
240
$324K ﹤0.01%
1,030
241
$314K ﹤0.01%
2,119
242
$299K ﹤0.01%
2,259
243
$297K ﹤0.01%
1,625
-27,565
244
$286K ﹤0.01%
1,140
245
$286K ﹤0.01%
1,205
246
$277K ﹤0.01%
990
247
$276K ﹤0.01%
1,697
248
$269K ﹤0.01%
2,050
-21
249
$266K ﹤0.01%
550
250
$264K ﹤0.01%
2,175
8 9
10
11 12