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
251
$274K ﹤0.01%
2,478
252
$269K ﹤0.01%
2,172
+279
253
$264K ﹤0.01%
+1,750
254
$264K ﹤0.01%
13,571
-1,097
255
$263K ﹤0.01%
2,119
-629
256
$260K ﹤0.01%
3,000
257
$257K ﹤0.01%
7,476
-189
258
$255K ﹤0.01%
565
+222
259
$253K ﹤0.01%
1,592
-520
260
$241K ﹤0.01%
700
261
$240K ﹤0.01%
1,966
+65
262
$239K ﹤0.01%
14,500
-3,438
263
$236K ﹤0.01%
1,707
264
$236K ﹤0.01%
10,000
265
$234K ﹤0.01%
5,348
+1,848
266
$233K ﹤0.01%
975
267
$233K ﹤0.01%
3,360
-1,963
268
$232K ﹤0.01%
1,391
269
$232K ﹤0.01%
3,306
-175
270
$231K ﹤0.01%
1,260
271
$231K ﹤0.01%
10,000
272
$231K ﹤0.01%
2,259
273
$227K ﹤0.01%
1,240
274
$226K ﹤0.01%
2,869
+21
275
$223K ﹤0.01%
712
+337
9 10
11
12 13