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
326
$128K ﹤0.01%
1,570
327
$127K ﹤0.01%
3,600
328
$125K ﹤0.01%
380
329
$124K ﹤0.01%
1,316
+960
330
$124K ﹤0.01%
1,452
331
$123K ﹤0.01%
462
332
$122K ﹤0.01%
1,777
333
$121K ﹤0.01%
1,676
-400
334
$121K ﹤0.01%
4,000
335
$120K ﹤0.01%
2,586
-1,922
336
$118K ﹤0.01%
700
-25
337
$118K ﹤0.01%
643
+533
338
$114K ﹤0.01%
500
-500
339
$114K ﹤0.01%
417
+380
340
$113K ﹤0.01%
6,416
+775
341
$113K ﹤0.01%
+1,139
342
$111K ﹤0.01%
612
+22
343
$110K ﹤0.01%
1,500
344
$110K ﹤0.01%
1,172
+404
345
$109K ﹤0.01%
328
-55
346
$109K ﹤0.01%
997
-3,440
347
$109K ﹤0.01%
3,005
+550
348
$106K ﹤0.01%
11,979
349
$105K ﹤0.01%
800
350
$105K ﹤0.01%
1,755
12 13
14
15 16