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
$11B
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$32.3M
3
+$21.6M
4
INTU icon
Intuit
INTU
+$10.1M
5
VEEV icon
Veeva Systems
VEEV
+$6.06M

Top Sells

1
+$43.9M
2
+$24.7M
3
+$24.2M
4
AMT icon
American Tower
AMT
+$16.2M
5
PAYC icon
Paycom
PAYC
+$15.6M

Sector Composition

1 Technology 34.23%
2 Healthcare 16.4%
3 Consumer Discretionary 12.26%
4 Communication Services 11.59%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DSI icon
276
iShares MSCI KLD 400 Social ETF
DSI
$4.93B
$317K ﹤0.01%
2,402
+622
PEN icon
277
Penumbra
PEN
$13.4B
$316K ﹤0.01%
880
-1,550
TSM icon
278
TSMC
TSM
$1.92T
$298K ﹤0.01%
881
+18
VO icon
279
Vanguard Mid-Cap ETF
VO
$96.2B
$297K ﹤0.01%
990
BAM icon
280
Brookfield Asset Management
BAM
$76.1B
$296K ﹤0.01%
5,730
VONG icon
281
Vanguard Russell 1000 Growth ETF
VONG
$36.7B
$294K ﹤0.01%
2,407
OTIS icon
282
Otis Worldwide
OTIS
$36.3B
$291K ﹤0.01%
3,214
-15,934
PODD icon
283
Insulet
PODD
$17.2B
$283K ﹤0.01%
1,067
+37
KMB icon
284
Kimberly-Clark
KMB
$36.5B
$282K ﹤0.01%
2,799
-305
IWV icon
285
iShares Russell 3000 ETF
IWV
$18.5B
$281K ﹤0.01%
710
LAMR icon
286
Lamar Advertising Co
LAMR
$14B
$279K ﹤0.01%
2,175
TGT icon
287
Target
TGT
$51B
$279K ﹤0.01%
2,676
-2,631
LRCX icon
288
Lam Research
LRCX
$290B
$267K ﹤0.01%
1,120
+500
SU icon
289
Suncor Energy
SU
$68.1B
$260K ﹤0.01%
5,000
AUB icon
290
Atlantic Union Bankshares
AUB
$5.35B
$255K ﹤0.01%
6,473
J icon
291
Jacobs Solutions
J
$16.4B
$252K ﹤0.01%
1,845
MTB icon
292
M&T Bank
MTB
$32.7B
$251K ﹤0.01%
1,155
MDGL icon
293
Madrigal Pharmaceuticals
MDGL
$9.88B
$250K ﹤0.01%
500
MRVL icon
294
Marvell Technology
MRVL
$68.9B
$248K ﹤0.01%
2,995
MGY icon
295
Magnolia Oil & Gas
MGY
$5.12B
$247K ﹤0.01%
10,000
AEP icon
296
American Electric Power
AEP
$72.3B
$247K ﹤0.01%
2,065
ED icon
297
Consolidated Edison
ED
$40.4B
$242K ﹤0.01%
2,300
-50
F icon
298
Ford
F
$53.1B
$236K ﹤0.01%
16,955
OXY icon
299
Occidental Petroleum
OXY
$52.8B
$236K ﹤0.01%
5,300
AZO icon
300
AutoZone
AZO
$63.4B
$236K ﹤0.01%
62
+22
10 11
12
13 14