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
301
$171K ﹤0.01%
5,000
302
$169K ﹤0.01%
8,000
303
$168K ﹤0.01%
1,777
304
$163K ﹤0.01%
500
305
$162K ﹤0.01%
6,250
306
$160K ﹤0.01%
2,500
307
$159K ﹤0.01%
395
+195
308
$159K ﹤0.01%
1,822
309
$157K ﹤0.01%
7,300
-1,144
310
$153K ﹤0.01%
707
+687
311
$151K ﹤0.01%
1,375
312
$149K ﹤0.01%
2,556
313
$149K ﹤0.01%
611
314
$148K ﹤0.01%
170
+23
315
$145K ﹤0.01%
1,030
+30
316
$138K ﹤0.01%
4,740
317
$137K ﹤0.01%
1,155
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318
$136K ﹤0.01%
1,398
319
$134K ﹤0.01%
3,139
+3,094
320
$132K ﹤0.01%
970
321
$132K ﹤0.01%
8,508
-292
322
$132K ﹤0.01%
3,669
+3,619
323
$130K ﹤0.01%
3,175
-1,133
324
$130K ﹤0.01%
525
-20
325
$128K ﹤0.01%
1,200
11 12
13
14 15