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
251
$262K ﹤0.01%
515
252
$260K ﹤0.01%
835
-2,076
253
$255K ﹤0.01%
1,686
254
$250K ﹤0.01%
2,292
255
$249K ﹤0.01%
710
256
$243K ﹤0.01%
3,145
+350
257
$243K ﹤0.01%
2,646
258
$238K ﹤0.01%
4,840
-2,210
259
$236K ﹤0.01%
2,350
260
$230K ﹤0.01%
2,215
+150
261
$226K ﹤0.01%
1,249
262
$225K ﹤0.01%
10,000
263
$224K ﹤0.01%
1,155
264
$223K ﹤0.01%
5,300
265
$219K ﹤0.01%
1,775
266
$218K ﹤0.01%
2,561
267
$216K ﹤0.01%
7,000
268
$215K ﹤0.01%
970
269
$213K ﹤0.01%
1,335
270
$212K ﹤0.01%
8,657
271
$210K ﹤0.01%
+2,145
272
$207K ﹤0.01%
1,402
273
$207K ﹤0.01%
1,780
274
$206K ﹤0.01%
2,525
275
$203K ﹤0.01%
8,000
9 10
11
12 13