LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$15.7M
3
+$11.1M
4
NVDA icon
NVIDIA
NVDA
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$9.35M

Top Sells

1
+$48.4M
2
+$28.7M
3
+$25.9M
4
MSFT icon
Microsoft
MSFT
+$15.9M
5
FDS icon
Factset
FDS
+$12.3M

Sector Composition

1 Technology 38.27%
2 Healthcare 16.17%
3 Consumer Discretionary 11.31%
4 Financials 10.6%
5 Communication Services 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$581K 0.01%
516
-100
227
$578K 0.01%
1,120
228
$578K 0.01%
5,375
229
$563K ﹤0.01%
10,000
230
$563K ﹤0.01%
1,875
231
$560K ﹤0.01%
4,666
232
$553K ﹤0.01%
1,667
-5,408
233
$547K ﹤0.01%
+2,000
234
$544K ﹤0.01%
10,960
-824
235
$542K ﹤0.01%
+4,320
236
$540K ﹤0.01%
1,155
237
$535K ﹤0.01%
12,800
-4,975
238
$530K ﹤0.01%
1,205
+1,005
239
$522K ﹤0.01%
3,041
240
$514K ﹤0.01%
+3,130
241
$513K ﹤0.01%
5,788
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242
$503K ﹤0.01%
2,288
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243
$502K ﹤0.01%
1,484
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244
$501K ﹤0.01%
19,720
+19,570
245
$501K ﹤0.01%
5,188
-195
246
$500K ﹤0.01%
5,307
-2,232
247
$487K ﹤0.01%
3,587
248
$481K ﹤0.01%
2,644
-50
249
$480K ﹤0.01%
915
+80
250
$478K ﹤0.01%
1,566
-155
8 9
10
11 12