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
326
$182K ﹤0.01%
462
327
$176K ﹤0.01%
6,060
328
$176K ﹤0.01%
2,525
329
$176K ﹤0.01%
4,680
330
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3,600
331
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6,000
332
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1,060
333
$164K ﹤0.01%
500
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335
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336
$162K ﹤0.01%
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337
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338
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+2,000
339
$157K ﹤0.01%
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340
$156K ﹤0.01%
5,000
341
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850
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346
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816
347
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348
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202
349
$151K ﹤0.01%
6,000
350
$146K ﹤0.01%
750
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