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
276
$223K ﹤0.01%
+3,872
277
$214K ﹤0.01%
4,500
-400
278
$212K ﹤0.01%
2,350
-200
279
$212K ﹤0.01%
15,000
-1,966
280
$211K ﹤0.01%
5,000
-3,044
281
$211K ﹤0.01%
8,622
-1,041
282
$207K ﹤0.01%
2,196
283
$206K ﹤0.01%
547
284
$204K ﹤0.01%
7,000
285
$201K ﹤0.01%
3,120
286
$200K ﹤0.01%
2,175
287
$199K ﹤0.01%
3,768
288
$198K ﹤0.01%
6,473
289
$194K ﹤0.01%
2,642
-366
290
$194K ﹤0.01%
2,915
+1,733
291
$194K ﹤0.01%
6,369
-345
292
$192K ﹤0.01%
6,111
+3,369
293
$191K ﹤0.01%
2,043
+55
294
$187K ﹤0.01%
2,365
-1,065
295
$186K ﹤0.01%
2,415
-3,182
296
$183K ﹤0.01%
7,500
297
$181K ﹤0.01%
3,835
-1,431
298
$178K ﹤0.01%
725
-57
299
$176K ﹤0.01%
+4,429
300
$175K ﹤0.01%
4,680
10 11
12
13 14