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
276
$333K ﹤0.01%
1,030
277
$328K ﹤0.01%
+10,000
278
$324K ﹤0.01%
4,935
-2,635
279
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2,259
280
$315K ﹤0.01%
12,868
-1,610
281
$312K ﹤0.01%
+10,000
282
$310K ﹤0.01%
2,119
283
$309K ﹤0.01%
1,428
284
$308K ﹤0.01%
+5,730
285
$297K ﹤0.01%
1,845
-205
286
$293K ﹤0.01%
2,407
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287
$291K ﹤0.01%
10,000
288
$291K ﹤0.01%
990
289
$287K ﹤0.01%
3,300
-400
290
$283K ﹤0.01%
340
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291
$271K ﹤0.01%
710
292
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515
293
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2,175
294
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295
$251K ﹤0.01%
863
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296
$249K ﹤0.01%
550
297
$248K ﹤0.01%
2,995
-150
298
$241K ﹤0.01%
2,710
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299
$241K ﹤0.01%
8,657
300
$240K ﹤0.01%
2,065
-150
10 11
12
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