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
251
$461K ﹤0.01%
+10,693
252
$459K ﹤0.01%
5,105
253
$452K ﹤0.01%
+2,640
254
$438K ﹤0.01%
11,140
+165
255
$437K ﹤0.01%
7,656
-428
256
$432K ﹤0.01%
5,000
257
$427K ﹤0.01%
1,533
258
$423K ﹤0.01%
1,365
259
$422K ﹤0.01%
+6,000
260
$408K ﹤0.01%
1,851
261
$398K ﹤0.01%
3,120
262
$393K ﹤0.01%
+3,300
263
$388K ﹤0.01%
1,857
264
$386K ﹤0.01%
11,020
-500
265
$371K ﹤0.01%
1,625
266
$369K ﹤0.01%
3,104
267
$368K ﹤0.01%
+6,245
268
$366K ﹤0.01%
1,424
+219
269
$366K ﹤0.01%
25,620
-250,000
270
$362K ﹤0.01%
8,265
-5,538
271
$362K ﹤0.01%
1,072
272
$355K ﹤0.01%
+26,980
273
$352K ﹤0.01%
4,765
+120
274
$341K ﹤0.01%
4,038
-130
275
$334K ﹤0.01%
1,140
9 10
11
12 13