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
326
$123K ﹤0.01%
8,000
327
$122K ﹤0.01%
3,835
328
$120K ﹤0.01%
2,455
329
$119K ﹤0.01%
810
-1,200
330
$118K ﹤0.01%
2,970
-530
331
$117K ﹤0.01%
2,475
332
$116K ﹤0.01%
1,700
333
$115K ﹤0.01%
1,552
-6
334
$115K ﹤0.01%
1,800
335
$113K ﹤0.01%
837
336
$111K ﹤0.01%
1,209
337
$109K ﹤0.01%
3,000
338
$108K ﹤0.01%
475
339
$107K ﹤0.01%
550
340
$103K ﹤0.01%
4,000
341
$103K ﹤0.01%
4,500
342
$100K ﹤0.01%
6,917
343
$100K ﹤0.01%
1,100
344
$98.2K ﹤0.01%
1,986
345
$97.7K ﹤0.01%
7,107
346
$96.3K ﹤0.01%
750
347
$95.8K ﹤0.01%
1,437
348
$95.5K ﹤0.01%
1,555
349
$95.3K ﹤0.01%
1,233
350
$94.2K ﹤0.01%
700
12 13
14
15 16