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
301
$237K ﹤0.01%
2,350
302
$236K ﹤0.01%
10,000
303
$231K ﹤0.01%
1,775
304
$229K ﹤0.01%
7,000
305
$227K ﹤0.01%
5,300
306
$226K ﹤0.01%
1,780
307
$220K ﹤0.01%
2,450
-111
308
$213K ﹤0.01%
6,473
309
$212K ﹤0.01%
+500
310
$209K ﹤0.01%
16,955
-590
311
$209K ﹤0.01%
1,155
312
$204K ﹤0.01%
2,140
-97
313
$204K ﹤0.01%
8,000
314
$201K ﹤0.01%
540
315
$198K ﹤0.01%
5,000
316
$197K ﹤0.01%
2,243
-185
317
$196K ﹤0.01%
575
318
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3,155
319
$191K ﹤0.01%
1,340
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320
$188K ﹤0.01%
700
321
$188K ﹤0.01%
970
322
$188K ﹤0.01%
1,086
-316
323
$187K ﹤0.01%
510
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324
$184K ﹤0.01%
12,000
325
$182K ﹤0.01%
500
11 12
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