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
301
$161K ﹤0.01%
1,295
302
$160K ﹤0.01%
2,676
303
$159K ﹤0.01%
3,600
304
$158K ﹤0.01%
+1,060
305
$156K ﹤0.01%
775
-6
306
$156K ﹤0.01%
1,122
307
$155K ﹤0.01%
1,039
308
$155K ﹤0.01%
1,220
309
$152K ﹤0.01%
1,820
310
$151K ﹤0.01%
6,000
311
$151K ﹤0.01%
+2,692
312
$150K ﹤0.01%
5,000
313
$144K ﹤0.01%
500
314
$143K ﹤0.01%
+816
315
$143K ﹤0.01%
202
316
$142K ﹤0.01%
500
317
$142K ﹤0.01%
1,790
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318
$141K ﹤0.01%
1,370
319
$136K ﹤0.01%
1,175
-520
320
$134K ﹤0.01%
10,000
321
$132K ﹤0.01%
1,233
322
$127K ﹤0.01%
1,575
323
$127K ﹤0.01%
3,000
324
$126K ﹤0.01%
11,979
325
$124K ﹤0.01%
2,735
11 12
13
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