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
276
$203K ﹤0.01%
522
-44
277
$202K ﹤0.01%
6,473
278
$202K ﹤0.01%
5,000
279
$198K ﹤0.01%
12,000
280
$198K ﹤0.01%
6,000
281
$198K ﹤0.01%
2,366
+200
282
$196K ﹤0.01%
2,105
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283
$193K ﹤0.01%
540
-23
284
$192K ﹤0.01%
847
285
$190K ﹤0.01%
590
-346
286
$190K ﹤0.01%
17,545
287
$190K ﹤0.01%
4,680
288
$187K ﹤0.01%
700
289
$187K ﹤0.01%
5,000
290
$186K ﹤0.01%
1,400
291
$186K ﹤0.01%
50
292
$178K ﹤0.01%
3,155
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293
$176K ﹤0.01%
6,060
294
$174K ﹤0.01%
1,988
295
$173K ﹤0.01%
5,289
296
$171K ﹤0.01%
2,428
297
$168K ﹤0.01%
575
298
$167K ﹤0.01%
462
299
$167K ﹤0.01%
2,237
300
$165K ﹤0.01%
1,300
10 11
12
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